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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED_RES | 2025-09-05 |
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 |
|---|---|---|---|---|
| Trustmark Bank | Madison | MS | 01/2026 | Present |
| Lpl Financial Llc | Vicksburg | MS | 07/2011 | 09/2025 |
| Raymond James Financial Services Inc. | Madison | MS | 09/2025 | Present |
| Raymond James Financial Services Advisors Inc. | Madison | MS | 09/2025 | Present |
(1)Name of Business: Brown Steve Address: 1017 Highway 51, Madison, MS, 39110, United States Activity Type: Control Person Position/Title: Power of Attorney (Acting) Investment Related: Yes Start Date: 08/23/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Account management (2)Name of Business: Pinnacle Holdings LLC Address: 203 Sawyer Bnd, Madison, MS, 39110, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 08/12/2013 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Rental real estate (3)Name of Business: Trustmark Financial Services Address: 1017 Highway 51, Madison, MS, 39110, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/01/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (4)Name of Business: TSPeeve LLC Address: 203 Sayer Bnd, Madison, MS, 39110, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 03/07/2006 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Beauty Services and Products
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-09-11 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-21 |
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