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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2023-04-20 |
Branch Locations
2 Southern Pointe Suite 100, Hattiesburg, MS 39401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Hattiesburg | MS | 10/2021 | Present |
| Ramco, Inc. | Purvis | MS | 10/2006 | 03/2021 |
| Transit Energy Group | Purvis | MS | 03/2021 | 10/2021 |
| Hancock Whitney Bank | Hattiesburg | MS | 04/2023 | Present |
| Cetera Investment Services Llc | Saint Cloud | MN | 04/2023 | Present |
| Cetera Investment Advisers Llc | Hattiesburg | MS | 04/2023 | Present |
1. TRUSTEE FOR THE ROBERT AND MELISSA MORGAN LIVING TRUST; PARENTS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-14 |
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