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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-09-08 |
| MS | RA | APPROVED | 2009-04-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Hattiesburg | MS | 04/2009 | Present |
| Raymond James Financial Services Advisors Inc. | Hattiesburg | MS | 04/2009 | Present |
| Citizens National Bank | Hattiesburg | MS | 04/2009 | Present |
| Citizens National Bank Financial Advisors | Hattiesburg | MA | 08/2026 | Present |
(1) Name of Business: Citizens National Bank Address: 6258 U S Highway 98, Hattiesburg, MS, 39402, United States Activity Type: Bank or Credit Union Associate Position/Title: Other Investment Related: Yes Start Date: 04/02/2009 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Provide investment and wealth management services to customers of Citizens National Bank (2)Name of Business: The Pinbelt Foundation Address: 1501 Adeline Suite 1, Hattiesburg, MS, 39401, United States Activity Type: Non-profit Position/Title: Board Member, Officer - President Investment Related: Yes Start Date: 02/27/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Board Member/Executive Committee Member / serve on Finance Committee to help the Foundation full fill it's mission as a non-profit philanthropic vehicle for members of our community
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-02-14 |
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