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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 |
| PA | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED | 2025-09-05 |
Branch Locations
1029 Highland Colony Pkwy, Ridgeland, MS 39157 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trustmark Bank | Jackson | MS | 01/2000 | Present |
| Lpl Financial Llc | Jackson | MS | 07/2011 | 09/2025 |
| Raymond James Financial Services, Inc. | Ridgeland | MS | 09/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Ridgeland | MS | 09/2025 | Present |
| Jackson State University | Jackson | MA | 01/2011 | Present |
(1)Name of Business: Little Nest Properties Address: 110 Covington Court, Ridgeland, MS, 39157, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 10/01/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am financially responsible for all outstanding debt and use a property manger for the day to day operations (2)Name of Business: Trustmark Financial Services Address: 1029 Highland Colony Pkwy, Ridgeland, MS, 39157-8722, United States Activity Type: Support Company - Non Owner Position/Title: Officer - Vice President, Associate/Employee Investment Related: No Start Date: 12/01/2003 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-09-06 |
| S63 | Uniform Securities Agent State Law Examination | 2003-03-11 |
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