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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2019-10-23 |
| TX | RA | APPROVED_RES | 2019-10-23 |
Branch Locations
319 N. Lamar Blvd.STe 202A, Oxford, MS 38655 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mayo Properties | Oxford | MS | 06/1997 | Present |
| Mayo Financial | Oxford | MS | 03/2008 | Present |
| Signator Investors, Inc. | Oxford | MS | 05/2016 | 11/2018 |
| Royal Alliance Associates, Inc. | Oxford | MS | 11/2018 | 10/2019 |
| Lpl Financial Llc | Oxford | MS | 10/2019 | Present |
1) 10/23/19- BEECH TREE HILL WEALTH MANAGEMENT- DBA for LPL Business (entity for LPL business)- Inv. Related- Oxford, MS - 140hrs/mth- 50% 2) 10/23/19- MAYO FINANCIAL- Business Entity For Tax/Investment Purposes Only- Inv. Related- Oxford, MS- start date 3/27/2009-1hr/mth- 1% 3) 10/23/19-BEECH TREE HILL WEALTH MANAGEMENT- Non-Variable Insurance- Agent- Inv. Related- Oxford, MS - start date 10/15/2019- 24hrs/mth - 15% 4) 10/23/19- MAYO PROPERTIES- Real Estate Rental- co-owner- Inv. Related- Oxford, MS-8hrs/mth - 5%. 5) 10/7/2020 - Seneca Strategies - Not Investment Related - Home Based - Other-Business Owner - Lobbyist (Owner) - Start Date: 9/28/2020 - 6 Hours Per Month/0 Hours During Securities Trading. 6) 07/11/2024 - State of Mississippi Oil & Gas Board - Non-Profit Board Member - Not Investment Related - Jackson, MS - Start Date 05/15/2024 - 4 Hours Per Month/ 1 Hour During Trading 7) 03/16/2026 - Oxford Lafayette Incorporated (formerly Economic Development Foundation) - Non-Profit Board Member - Not Investment Related - Oxford, MS - Start Date 03/02/2026 - 2 hours per month/ 1 hour during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-01-06 |
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