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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
MS RA APPROVED 2025-09-05
TX RA APPROVED 2025-09-05
  • MS RA
    APPROVED
    Since 2025-09-05
  • TX RA
    APPROVED
    Since 2025-09-05

Branch Locations

223 Key Drive, Madison, MS 39110 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Trustmark Financial Services, Inc. Jackson MS 11/2002 09/2025
Lpl Financial Llc Jackson MS 07/2011 09/2025
Trustmark Bank Madison MS 05/2011 Present
Raymond James Financial Services, Inc. Madison MS 09/2025 Present
Raymond James Financial Services Advisors, Inc. Madison MS 09/2025 Present
Previous Registrations
  • 2011-07-05 → 2025-09-11
    Madison, MS
    Jackson, MS
  • 2008-11-12 → 2011-07-05
    Uvest Financial Services Group, Inc.
    Charlotte, NC
    Jackson, MS
Other Businesses

(1) Name of Business: TRUSTMARK FINANCIAL SERVICES Address: 223 Key Dr, Madison, MS, 39110-7370, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 11/13/2003 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Administrative Manager, in charge of admin support and overall operations of Trustmark Financial Services

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-11-11
S63 Uniform Securities Agent State Law Examination 1997-12-16
  • S65 Uniform Investment Adviser Law Examination
    2008-11-11
  • S63 Uniform Securities Agent State Law Examination
    1997-12-16
Other Names
  • Shannon D Waddell

View on SEC IAPD

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