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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2026-01-14 |
| TX | RA | APPROVED_RES | 2026-01-14 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel Independent Advisors, Llc | Gulfport | MS | 03/2006 | 01/2026 |
| Lpl Financial Llc | Gulfport | MS | 01/2026 | Present |
1. 01/2026 - Trinity Investments Services LLC - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 10 Hour(s) During Trading - At Reported Business Location (s) - OBA Start Date:1/12/2026 2. 01/2026 - Memorial Hospital - Non-Profit Board Member - Not Inv Related - 48 Hour(s)/Month - 48 Hour(s) During Trading - Gulfport MS - OBA Start Date:04/01/2022
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-07-05 |
| S63 | Uniform Securities Agent State Law Examination | 1988-04-11 |
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