Charles Wilder Greenlee

Current Employers

Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2021-07-07
MS	RA	APPROVED	2013-02-13

TX RA
APPROVED_RES

Since 2021-07-07
MS RA
APPROVED

Since 2013-02-13

Branch Locations

4266 I-55 North, Suite 200, Jackson, MS 39211 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Raymond James & Associates, Inc.	Jackson	MS	02/2013	Present

02/2013 → Present

Raymond James & Associates, Inc.

Jackson, MS

Previous Registrations

2006-05-26 → 2013-02-13

Morgan Keegan & Company, Llc

Jackson, MS
2006-02-28 → 2006-05-26

Uvest Financial Services Group, Inc.

Charlotte, NC

Jackson, MS
2004-08-04 → 2006-02-28

Trustmark Securities, Inc.

Jackson, MS

Other Businesses

(1) Name of Business: AI Inkwell Inc Address: 115 Hawthorne Vale, Ridgeland, MS, 39157, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Director Investment Related: No Start Date: 08/27/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I have been informed that we will have a quarterly board meeting by Zoom. We will hear from the companies management team , cover outstanding business matters, and go over the companies' 12 month roadmap.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2004-04-29
S63	Uniform Securities Agent State Law Examination	1994-06-22

S65 Uniform Investment Adviser Law Examination

2004-04-29
S63 Uniform Securities Agent State Law Examination

1994-06-22

View on SEC IAPD