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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-03-07 |
| MS | RA | APPROVED | 2020-05-01 |
Branch Locations
1062 Highland Colony Parkway Suite 100, Ridgeland, MS 39157 • United States
Ketchum, ID • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl | Jackson | MS | 04/2015 | 12/2018 |
| Bankplus Wealth Mgt Group | Jackson | MS | 04/2015 | 12/2018 |
| Raymond James & Associates, Inc. | Ridegeland | MS | 05/2020 | Present |
| Retired | Jackson | MS | 12/2018 | 04/2020 |
1. 04/17/15-WEALTH PLUS/DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/JACKSON,MS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-10-10 |
| S63 | Uniform Securities Agent State Law Examination | 1988-02-05 |
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