DFX Intelligence

Data Factory

RIA / WealthAdvisor23 years in industry

JEFFREY SCOTT LOHMEIER

Advisor at BANKPLUS WEALTH ADVISORS

JACKSON, MS

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2da5e167-e4e1-eb93-28c1-363373b03e2a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:55 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: May 22, 2006 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: BANKPLUS WEALTH ADVISORS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 1, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Jul 14, 2003
First registration: May 22, 2006
Dual registered: no
IAPD individual key: 4216152

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BANKPLUS WEALTH ADVISORS	Independent wealth	Jun 23, 2020	n/a	yes	JACKSON, MS	Current employment
LPL FINANCIAL LLC	Bd affiliated wealth	Apr 24, 2007	Jun 19, 2020	no	CANTON, MS\|CANTON, MS\|BELZONI, MS\|LEXINGTON, MS\|YAZOO CITY, MS\|FLORA, MS\|SOUTHAVEN, MS\|JACKSON, MS\|JACKSON, MS\|RIDGELAND, MS\|JACKSON, MS\|FORT MILL, SC\|CANTON, MS\|BELZONI, MS\|LEXINGTON, MS\|YAZOO CITY, MS\|FLORA, MS\|CANTON, MS	Previous registration
PFIC ADVISORS, INC.	n/a	May 22, 2006	Apr 30, 2007	no	FRANKLIN, TN	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
LPL FINANCIAL LLC	BANKPLUS WEALTH ADVISORS	Jun 19, 2020	Jun 23, 2020	4	Firm change	Ibd to RIA
PFIC ADVISORS, INC.	LPL FINANCIAL LLC	Apr 30, 2007	Apr 24, 2007	-6	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
6413:152588:MS:2020-06-19	Jun 19, 2020	Jun 23, 2020	CANTON, MS	Firm change

Relationships

Registered with (3)

→ BANKPLUS WEALTH ADVISORSRegistered adviserregistration: current employment
Jun 23, 2020 to presentfactForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Apr 24, 2007 to Jun 19, 2020factForm ADV
→ PFIC ADVISORS, INC.Registered adviserregistration: previous registration
May 22, 2006 to Apr 30, 2007factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2da5e167-e4e1-eb93-28c1-363373b03e2a
First observed: May 22, 2006
Last observed: Sep 14, 2026 5 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

JEFFREY SCOTT LOHMEIER

Advisor at BANKPLUS WEALTH ADVISORS

JACKSON, MS

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2da5e167-e4e1-eb93-28c1-363373b03e2a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:55 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

BANKPLUS WEALTH ADVISORS

Independent wealth

Jun 23, 2020

n/a

yes

JACKSON, MS

Current employment

LPL FINANCIAL LLC

Bd affiliated wealth

Apr 24, 2007

Jun 19, 2020

Previous registration

PFIC ADVISORS, INC.

n/a

May 22, 2006

Apr 30, 2007

FRANKLIN, TN

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

LPL FINANCIAL LLC

BANKPLUS WEALTH ADVISORS

Jun 19, 2020

Jun 23, 2020

Firm change

Ibd to RIA

PFIC ADVISORS, INC.

LPL FINANCIAL LLC

Apr 30, 2007

Apr 24, 2007

-6

Firm change

Other

Team

Left

Joined

From

Kind

6413:152588:MS:2020-06-19

Jun 19, 2020

Jun 23, 2020

CANTON, MS

Firm change