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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2025-04-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cadence Bank Investments | Tueplo | MS | 10/2023 | Present |
| Cadence Bank | Starkville | MS | 01/2022 | 10/2023 |
| Cadence Bank | Starkville | MS | 07/2021 | 01/2022 |
| Bath And Body Works | Tupelo | MS | 09/2015 | 07/2021 |
| Lpl Financial Corp | Tupelo | MS | 10/2023 | Present |
| Tupelo High School | Tupelo | MS | 08/2014 | 05/2018 |
1) 09/2024 - CADENCE BANK / Notary / Inv. Related / Tupelo, MS / Start date 07/19/2024 - 4 Hrs per month 2) 09/2024 - Cadence Investment Services DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 2024-12-23 |
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