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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-04 |
| MS | RA | APPROVED | 2026-03-03 |
Branch Locations
4917 Poplar Springs Drive, Meridian, MS 39305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Linsco/Private Ledger | Meridian | MS | 01/2006 | 02/2018 |
| Commonwealth Financial Network | Waltham | MA | 02/2018 | 03/2026 |
| Raymond James Financial Services, Inc. | Meridian | MS | 03/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Meridian | MS | 03/2026 | Present |
(1)Name of Business: K BAR B FARMS, LLC Address: OLD HWY 49, MCHENRY, MS, 39561, United States Activity Type: Agriculture/Farming Position/Title: Partner Investment Related: No Start Date: 09/30/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: PARTNER/CAPITAL (2)Name of Business: WBR INVESTMENT SERIVCES, LLC Address: 4917 Poplar Springs Dr, Meridian, MS, 39305-1618, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO, Associate/Employee Investment Related: No Start Date: 02/01/2006 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Role in relation to activity: Advisor, Agent, Founder, Officer - CEO, Owner/Proprietor\n\nOWNER
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-11-24 |
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