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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 |
| TX | RA | APPROVED | 2025-09-05 |
Branch Locations
3221 Old Canton Road Suite 102, Jackson, MS 39216 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cnl Securities Corp. | Orlando | FL | 10/2009 | 11/2017 |
| Cnl Securities | Orlando | FL | 01/2013 | 11/2017 |
| Cnl Energy Fund Advisors, Llc | Orlando | FL | 07/2017 | 11/2017 |
| Trustmark National Bank | Jackson | MS | 11/2017 | 09/2025 |
| Lpl Financial Llc | Jackson | MS | 12/2017 | 09/2025 |
| Trustmark Bank | Brandon | MS | 09/2025 | Present |
| Raymond James Financial Services, Inc. | Brandon | MS | 09/2025 | Present |
| Raymond James Financial Services, Inc. | Brandon | MS | 09/2025 | Present |
| Samford University | Homewood | AL | 08/2017 | 12/2019 |
(1)Name of Business: Trustmark Financial Services Address: 1363 W Government St, Brandon, MS, 39042-3028, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 09/05/2025 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, RJFS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 2009-12-03 |
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