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661 Sunnybrook Road Suite 130, Ridgeland, MS 39157 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-01-22 |
| TX | RA | APPROVED | 2025-01-22 |
| MS | RA | APPROVED | 2019-06-27 |
Branch Locations
661 Sunnybrook Road Suite 130, Ridgeland, MS 39157 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Robinson Humphrey, Inc. | Atlanta | GA | 11/2012 | 06/2019 |
| Smith Shellnut Wilson | Ridgeland | MS | 06/2019 | Present |
| B1Capital Inc | Ridgeland | MS | 06/2026 | Present |
Name: American Timber and Agriculture, LLC Investment Related? Yes Address: Gurley, AL Nature: Investment in forestry and wildlife consultant and the entity will invest in timberland and agricultural property. Position/Title:Partner Approx # Hours/ Month:4-6 Hours during trading hours: 0 Duties: co-owner and work with my partner to identify, purchase and manage timberland holdings and agricultural properties. Name: Yazoo Harris Timber LLC Investment Related? Yes Address: Gurley, AL Nature: Timber investments Position/Title:Managing Member Approx # Hours/ Month:1-2 Hours during trading hours: 0.25 Duties: Consult with the 3rd party timber manager who manages the properties on a day to day basis. Name: Smith Shellnut Wilson Investment Related? Yes Address: Gurley Alabama 35748 Nature: Investment Advisor Position/Title: Director, Portfolio Manager Approx # Hours/ Month: 80 Hours during trading hours: 80 Duties: Manage Investment portfolios of financial institutions, municipalities Name: CABA Ventures I, LLC Investment Related? Yes Address: Germantown, Tennessee 38139 Nature: Real Estate Ownership and Leasing. Position/Title: Member Approx # Hours/ Month: 3 hours Hours during trading hours: 0 Duties: Limited. Managing Member owns a control position and a 3rd party company is managing the daily operation. B1Capital; Investment-Related; Ridgeland, MS; Broker-Dealer; Head of Trading; 06/2026; 80 hours per month; handling trading operations.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-06-09 |
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