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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2023-07-21 |
| NM | RA | APPROVED | 2022-12-08 |
| TX | RA | APPROVED_RES | 2022-12-06 |
Branch Locations
1003 Washington Ave, Ocean Springs, MS 39564 • United States
706 Howard Ave, Biloxi, MS 39530 • United States
1778 Popps Ferry Road, Biloxi, MS 39532 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
2909 13Th Street, Gulfport, MS 39501 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Infinex Investments, Inc. | Meriden | CT | 08/2014 | 11/2022 |
| Lpl Financial Llc | Gulfport | MS | 11/2022 | Present |
| Cadence Bank | Gulfport | MS | 11/2022 | Present |
1) 11/29/2022 - Cadence Investment Services - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 2) 11/29/2022 - KJG Rentals - Real Estate Rental - Owner/LLC - Investment related - 919 2nd Street Gulfport, MS 39501- Investment related - 5 Hours per month - Start date: 04/01/2018.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-11 |
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