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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trustmark Bank | Madison | MS | 02/2003 | Present |
| Lpl Financial Llc | Jackson | MS | 07/2011 | 09/2025 |
| Raymond James Financial Services, Inc. | Madison | MS | 09/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Madison | MS | 09/2025 | Present |
(1)Name of Business: Trustmark Address: 223 Key Dr, Madison, MS, 39110-7370, United States Activity Type: Support Company - Non Owner Position/Title: Officer - President Investment Related: No Start Date: 02/15/2003 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Manage the investment program\nstrategic planning committee for the bank\nRNDIP chair
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 1990-07-20 |
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