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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2025-06-30 |
| 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 |
|---|---|---|---|---|
| Meadows Industries Inc. | Moss Point | MS | 12/1988 | 06/2025 |
| Securities America Advisors | Ocean Springs | MS | 01/2019 | 06/2024 |
| Securities America, Inc. | Ocean Springs | MS | 04/2018 | 06/2024 |
| Osaic Wealth, Inc. | Ocean Springs | MS | 06/2024 | 06/2025 |
| Lpl Financial Llc | Ocean Springs | MS | 06/2025 | Present |
1. 06/2025 - Seashell Sanctuary - Real Estate Rental - Investment Related - 10 Hrs/Mth - 1 Hrs During Trading - Ocean Springs, MS 39564 - OBA Start Date: 05/14/2014 2. 06/2025 - Coastal Wealth Management Group - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hrs/Mth - 8 Hrs During Trading - At Reported business location(s) - OBA Start Date: 6/30/2025 3. 06/2025 - Camolot - Business Owner - Not Investment Related - 5 Hrs/Mth - 0 Hrs During Trading - Ocean Springs, MS 39564 - OBA Start Date: 6/11/2024 4. 06/2025 - Meadows Industries, Inc - Real Estate Rental - Investment Related - 3 Hrs/Mth - 0 Hrs During Trading - Ocean Springs, MS 39564 - OBA Start Date: 02/19/1984
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-29 |
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