William Marion Roberson

Current Employers

Employment History

• 06/2009 → 04/2019
  Morgan Stanley Smith Barney
  Vicksburg, MS
• 01/2015 → 04/2019
  Morgan Stanley Private Bank, National Association
  New York, NY
• 04/2019 → Present
  Raymond James Finacial Services, Inc.
  Vicksburg, MS
• 04/2019 → Present
  Raymond James Financial Services Advisors, Inc.
  Vicksburg, MS
• 04/2019 → Present
  Mwfa Llc
  Vicksburg, MS
• 01/2020 → Present
  Mfp Vickburg, Llc
  Vicksburg, MS
• 04/2020 → Present
  Mfp Vicksburg Properties, Llc
  Vicksburg, MS

Previous Registrations

• 2009-06-01 → 2019-04-17
  Morgan Stanley
  Vicksburg, MS
• 2007-07-06 → 2009-06-01
  Citigroup Global Markets Inc.
  Vicksburg, MS
  New York, NY
  Vicksburg, MS
• 2000-03-15 → 2004-11-11
  Efp Wealth Management
  Jackson, MS

Other Businesses

(1)Name of Business: Farrell Angela; The Farrell 1999 Family Trust Address: 1814 Mission 66, Vicksburg, MS, 39180, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 01/01/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am the Trustee for a life insurance Trust for my wife's Family. My role is to make sure the premiums for the Trust Life insurance are paid when they are due. (2)Name of Business: Roberson Investments, LLC Address: 114 Golding Blvd, Vicksburg , MS, 39180, United States Activity Type: Agriculture/Farming Position/Title: Owner/Proprietor, Partner Investment Related: Yes Start Date: 01/10/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My wife and I are own approximately 80 acres of land for recreational purposes. The property generates ~$8,000 per year from CRP rent and Carbon Credits. The entity that owns the property is Roberson Investments, LLC (3)Name of Business: Vicksburg Catholic School. Address: 1900 Grove Street, Vicksburg, MS, 39180, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 08/25/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I serve on the Finance Committee for Vicksburg Catholic School. We meet once per month and the Financials are presented to our Committee. We are not involved in the day to day operation of the School.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-20
• S63 Uniform Securities Agent State Law Examination
  1998-04-24

Other Names

• William M Roberson
• William Marion Roberson
• William Marion Roberson Ii
• William Marion Roberson
• William M Roberson Ii
• William M Roberson