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116 One Madison Plaza Suite 1100, Madison, MS 39110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2022-08-01 |
Branch Locations
116 One Madison Plaza Suite 1100, Madison, MS 39110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New Perspectives, Inc | Ridgeland | MS | 09/2021 | 07/2022 |
| St Dominic | Jackson | MS | 11/2016 | 09/2021 |
| Baptist Health Systems | Jackson | MS | 08/2008 | 11/2016 |
| Sound Financial Strategies Group, Llc | Madison | MS | 07/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-26 |
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