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Gregory Dan Breland

LPl Financial LLC

Jackson, MS

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2013-02-08
MS RA APPROVED 1999-03-30
  • TX RA
    APPROVED_RES
    Since 2013-02-08
  • MS RA
    APPROVED
    Since 1999-03-30

Branch Locations

4785 Old Canton Rd, Ste 201, Jackson, MS 39211 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial, Llc Jackson MS 03/1999 Present
Other Businesses

1. 5/17/2002: No Business Name - Not Investment Related - OTHER-TEACHER/INSTRUCTOR - TEACHING CFP ETHICS COURSE TO CFP'S FOR CONTINUING EDUCATION CREDIT. 2. 3/22/2013: DEPARTMENT OF VETERANS AFFAIRS - Not Investment Related - OTHER-TEACHER/INSTRUCTOR - TIME SPENT 1% - TEACHING BASIC FINANCIAL TOPICS TO EMPLOYEES AND VETERANS OF THE VETERANS ADMINISTRATION, LIKELY BRANCHING OUT TO TEACH TO HEALTH CARE PROFESSIONALS IN GENERAL. TOPICS WOULD INCLUDE BUDGETING, BASIC ESTATE PLANNING,LIVING OFF OF YOUR PAYCHECK, ETC. 3. 7/25/2013: BRELAND FINANCIAL GROUP - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS). 4. 7/29/2013: NO BUSINESS NAME - Investment Related - AT REPORTED BUSINESS LOCATION(S) - TAX PREP/ACCOUNTING/CPA - TIME SPENT 2% - I MAINTAIN A SEPARATE OFFICE SUITE IN MY BUILDING USED FOR TAX PREPARATION DURING TAX SEASON (SUITE 204). I ANTICIPATE THAT MY SON MATT WILL START WORKING IN THAT OFFICE STARTING IN 2014. MATT IS NOT AFFILIATED WITH ANY B/D OR RIA. 5. 6/24/2021 - No Business Name - Investment Related - At Reported Business Location(s) - Other-Notary - Started 03/04/2017 - 0 Hours Per Month - Notary Public for State of Mississippi.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1993-02-06
S63 Uniform Securities Agent State Law Examination 1987-03-20
  • S65 Uniform Investment Adviser Law Examination
    1993-02-06
  • S63 Uniform Securities Agent State Law Examination
    1987-03-20

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