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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-02-20 |
| TX | RA | APPROVED | 2026-02-20 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
1415 Us Hwy 98, Daphne, AL 36526 • United States
1415 Us Hwy 98, Daphne, AL 36526 • United States
6241 Cottage Hill Rd, Mobile, AL 36609 • United States
10021 Hwy 31, Spanish Fort, AL 36527 • United States
205 3 20Th Ave, Gulf Shores, AL 36542 • United States
1720 Schillinger Rd N, Mobile, AL 36608 • United States
10861 Dauphin Island Parkway, Theodore, AL 36582 • United States
1207 N Mckenzie St, Foley, AL 36535 • United States
30122 Hwy 17 S, Millry, AL 36558 • United States
1063 Industrial Pkwy, Saraland, AL 36571 • United States
35 Court St, Chatom, AL 36518 • United States
6140 Airport Blvd, Mobile, AL 36608 • United States
25556 Canal Rd, Orange Beach, AL 36561 • United States
209 W 1St St, Bay Minette, AL 36507 • United States
640 Lemoyne Dr, Dauphin Island, AL 36528 • United States
19495 Us Hwy 45, Citronelle, AL 36522 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Investments | Pittsburgh | PA | 07/2012 | 08/2023 |
| The First Wealth Management | Daphne | AL | 08/2023 | 02/2026 |
| The First Bank | Daphne | AL | 08/2023 | 02/2026 |
| Raymond James Financial Services, Inc. | Daphne | AL | 08/2023 | 02/2026 |
| Raymond James Financial Services Advisors, Inc. | Daphne | AL | 08/2023 | 02/2026 |
| Renasant Bank | Daphne | AL | 02/2026 | Present |
| Lpl Financial, Llc | Daphne | AL | 02/2026 | Present |
1. 12/2025 - Real Estate Rental - Real Estate Rental - Investment Related - 0 Hour(s)/Month - 0 Hour(s) During Trading - Summerdale AL 36580 - OBA Start Date: 07/03/2023 2. Investment products and services are offered through LPL Financial LLC using the DBA/trade name Renasant Financial Services - Investment Related - At Reported Business Location (s) - Start Date: 12/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-10-09 |
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