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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-23 |
| TX | RA | APPROVED | 2026-02-20 |
Branch Locations
9461 Us Hwy 98, Miramar Beach, FL 32550 • United States
16452 Highway 331 South, Freeport, FL 32439 • United States
701 Harrison Ave, Panama City, FL 32401 • United States
2000 98 Palms Blvd, Ste 300, Destin, FL 32541 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Destin | FL | 06/2022 | 02/2026 |
| Spring Hill College | Mobile | AL | 08/2018 | 05/2022 |
| Niceville High School | Nicevill | FL | 08/2014 | 08/2018 |
| The First Wealth Management/Renasant Bank | Destin | FL | 06/2022 | 02/2026 |
| Raymond James Financial Services Advisors, Inc | Destin | FL | 12/2023 | 02/2026 |
| Lpl Financial Llc | Destin | FL | 02/2026 | Present |
| Renasant Bank | Destin | FL | 02/2026 | Present |
1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name Renasant Financial Services - Investment Related - At Reported Business Location (s) - Start Date: 12/2025
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-04 |
| S63 | Uniform Securities Agent State Law Examination | 2023-11-07 |
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