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1200 Eastover Drive Suite 300, Jackson, MS 39211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-08-23 |
| MS | RA | APPROVED | 2018-04-30 |
Branch Locations
1200 Eastover Drive Suite 300, Jackson, MS 39211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankplus Wealth Advisors | Jackson | MS | 03/2018 | Present |
| Cspire | Ridgeland | MS | 08/2016 | 03/2018 |
| Bankplus | Jackson | MS | 03/2018 | Present |
(1) Boys and Girls Club of Central Mississippi; Not investment-related; 1450 W Capitol St., Jackson, MS 39203; Charity for Boys and Girls Club of Central MS; Board Member; Start date June 2021; Time spent 5% (2) Phoenix Club of Jackson - Board of Trustees; Not investment-related; Jackson, MS; Charity for childhood development; Board Member; Start date January 2023; Time spent <1% (3) CFA Society of Mississippi; Not investment-related; Jackson, MS; Members Society for financial education; Board Member; Start date June 2023; Time spent <1%
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-04-30 |
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