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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2026-02-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Modern Woodmen Of America | Rock Island | IL | 06/2023 | 03/2024 |
| Bank Of Kilmichael | Kilmichael | MS | 07/2021 | 06/2023 |
| Schmidt's And Jiggle's | Eupora | MS | 08/2020 | 07/2021 |
| Jeffery's Gifts | Bruce | MS | 11/2018 | 08/2020 |
| Northeast Mississippi Community College | Booneville | MS | 06/2018 | 11/2018 |
| Bowles Garage And Honda | Bruce | MS | 08/2015 | 05/2018 |
| Calhoun County School District | Bruce | MS | 08/2003 | 05/2018 |
| Mwa Financial Services | Rock Island | IL | 09/2023 | 03/2024 |
| Lpl Financial Llc | Starkville | MS | 04/2024 | Present |
| Cadence Bank | Starkville | MS | 04/2024 | Present |
1 - 07/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Cadence Investment Services - Inv Related - At reported business location(s). 2 - 07/2025 - Cadence Investment Services - Financial Institution Duty - Inv Related - 160 Hours/Month - 6.5 Hours During Trading - Starkville, MS - OBA Start Date: 04/01/2024.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-30 |
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