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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2024-03-15 |
| TX | RA | APPROVED | 2024-03-15 |
Branch Locations
201 N Second St, Booneville, MS 38829 • United States
201 N Second St, Booneville, MS 38829 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Oxford | MS | 09/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Oxford | MS | 11/2016 | 03/2024 |
| Lpl Financial Llc | Booneville | MS | 03/2024 | Present |
1- 11/2023 / McAnally Investment Group / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 40 hrs during trading / At reported business location(s) 2- 10/2023 / MCANALLY PROPERTIES LLC / Business Entity For Tax/Investment Purposes Only / Not Investment Related / Start date: 10/05/2023 3- 03/2024 / Joshua McAnally, LLC / Business Entity For Tax/Investment Purposes Only / Investment Related / Start date: 01/01/2024
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-17 |
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