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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2015-05-11 |
| AL | RA | APPROVED | 2012-07-13 |
| MS | RA | APPROVED | 2009-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens National Bank Of Meridian | Meridian | MS | 01/1992 | Present |
| Raymond James Financial Services, Inc | Meridian | MS | 09/1999 | Present |
| Raymond James Financial Services Advisors, Inc | Meridian | MS | 01/2009 | Present |
| Citizens National Bank Of Meridian | Meridian | MS | 10/2015 | Present |
| Lamar School | Meridian | MS | 01/2019 | Present |
| Citizens National Bank Financial Advisors | Meridian | MS | 08/2026 | Present |
(1) Name of Business: Queen City Investment Club Address: 4300 Country Club Dr, Meridian, MS, 39301, United States Activity Type: Other Position/Title: Other Investment Related: Yes Start Date: 12/31/2013 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Member ONLY in the Queen City Investment Club (2) Name of Business: JCAP Address: 4808 18th Avenue, meridian, MS, 39305, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 04/14/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (3) Name of Business: JCM Tree Address: 4808 18th Ave, Meridian, MS, 39305-2778, United States Activity Type: Business Owner Position/Title: Officer - President Investment Related: No Start Date: 04/14/2014 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I manage the timber tracts to include: reforestation, boundary lines, burning, thinning, Chip and saw and final harvest.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-06-05 |
| S63 | Uniform Securities Agent State Law Examination | 1993-06-14 |
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