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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2025-07-18 |
Branch Locations
2112 Bienville Blvd., Suite A, Ocean Springs, MS 39564 • 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 |
|---|---|---|---|---|
| Sii Investments | Biloxi | MS | 07/2015 | 12/2017 |
| Securities America, Inc. | Biloxi | MS | 12/2017 | 06/2024 |
| Securities America Advisors | Biloxi | MS | 12/2017 | 06/2024 |
| Osaic Wealth, Inc. | Ocean Springs | MS | 06/2024 | 06/2025 |
| Lpl Financial | Ocean Springs | MS | 06/2025 | Present |
1. 05/2025 - MWJ Properties - Business Entity For Tax/Investment Purposes Only - Not Investment Related - 0 Hrs/Mth - 0 Hrs During Trading - Moss Point, MS 39562 - OBA Start Date: 01/01/2009 2. 05/2025 - Coastal Wealth Management Group - DBA for LPL Business (entity for LPL business) - Investment Related - 4 Hrs/Mth - 0 Hrs During Trading - At reported business location(s) - OBA Start Date: 6/30/2025 3. 05/2025 - Narra Trip - Business Owner - Not Investment Related - 5 Hrs/Mth - 0 Hrs During Trading - Lucedale, MS 39452 - OBA Start Date: 05/01/2021 4. 05/2025 - Cumbest Music Group - Artist/Musician - Not Investment Related - 0 Hrs/Mth - 0 Hrs During Trading - Moss Point, MS 39562 - OBA Start Date: 01/01/2010 5. 05/2025 - George Cumbest - Real Estate Rental - Investment Related - 1 Hrs/Mth - 0 Hrs During Trading - Suite A Ocean Springs, MS 39564 - OBA Start Date: 01/01/2020
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-08-10 |
| S63 | Uniform Securities Agent State Law Examination | 1998-11-24 |
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