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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2025-05-15 |
| TX | RA | APPROVED | 2025-05-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services, Lp | San Diego | CA | 02/2023 | 05/2025 |
| Bna Bank | New Albany | MS | 02/2023 | Present |
| Altoira | Nashville | TN | 05/2021 | 02/2023 |
| Unemployed | Nashville | TN | 01/2021 | 05/2021 |
| Regions Bank | Tupelo | MS | 03/2020 | 01/2021 |
| Republic Finance | New Albany | MS | 06/2017 | 03/2020 |
| University Of Mississippi | Oxford | MS | 08/2012 | 06/2017 |
| Lpl Financial Llc | New Albany | MS | 05/2025 | Present |
1- 06/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name BNA Investments & Financial Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 06/05/2025 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-29 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-04 |
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