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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2025-07-18 |
| TX | RA | APPROVED_RES | 2025-06-30 |
Branch Locations
2112 Bienville Blvd., Suite A, Ocean Springs, MS 39564 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
2112 Bienville Blvd, Suite A Ocean Springs, MS 39564 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thompson, Diaz, Baxter, Byrne & Assoc., P.A. | Biloxi | MS | 08/1994 | 10/2017 |
| National Planning Corporation | Biloxi | MS | 12/2015 | 10/2017 |
| Securities America, Inc. | Biloxi | MS | 10/2017 | 06/2024 |
| Securities America Advisors | Biloxi | MS | 10/2017 | 06/2024 |
| Osaic Wealth, Inc. | Ocean Springs | MS | 06/2024 | 06/2025 |
| Lpl Financial Llc | Ocean Springs | MS | 06/2025 | Present |
1. 06/2025 - Real estate - Non-Variable Insurance - Investment Related - 1 Hrs/Mth - 0 Hrs During Trading - Suite A Ocean Springs, MS 39564 - OBA Start Date: 06/15/2021 2. 05/2025 - Coastal Wealth Management Group - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hrs/Mth - 8 Hrs During Trading - Suite A Ocean Springs, MS 39564 - OBA Start Date: 6/30/2025 3. 05/2025 - No name - Real Estate Rental - Investment Related - 1 Hrs/Mth - 0 Hrs During Trading - Suite A Ocean Springs, MS 39564 - OBA Start Date: 03/01/1978
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 1987-12-30 |
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