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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-11-05 |
| MS | RA | APPROVED | 2019-02-05 |
Branch Locations
4266 I-55 North, Suite 200, Jackson, MS 39211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc | Ridgeland | MS | 06/2016 | 09/2018 |
| The Prudential Insurance Company Of America | Ridgeland | MS | 12/2016 | 09/2018 |
| Raymond James & Associates | Jackson | MS | 09/2018 | Present |
(1)Name of Business: Kass Welchlin, Sole Propietor Address: 157 Glenmary St., Jackson, MS, 39203, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 07/11/2007 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Collect rent, repair or have repaired any maintenance issues.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 2016-12-02 |
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