Best Investors
Account
Sign in
Best Investors
Account
Sign in
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
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Charlotte | NC | 05/2011 | 09/2025 |
| Trustmark Bank | Laurel | MS | 05/2011 | 09/2025 |
| Raymond James Financial Services Inc. | Laurel | MS | 09/2025 | Present |
| Raymond James Financial Services Advisors Inc. | Laurel | MS | 09/2025 | Present |
| Teenpact Leadership Schools | Richmond | VA | 09/2025 | Present |
| Trustmark Bank | Laurel | MS | 09/2025 | Present |
(1)Name of Business: Callen Enterprises LLC Address: 518 West 18th St, Laurel, MS, 39440, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 11/26/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This a House we purchased next door to our primary residence which is set up as overflow when our large family comes home for holidays etc. It is also an ABNB which is rented through ABNB website. (2)Name of Business: Trustmark Bank Address: 1209 Highway 15 N, Laurel, MS, 39440-2651, United States Activity Type: Bank or Credit Union Associate Position/Title: Officer - Vice President, Associate/Employee Investment Related: Yes Start Date: 09/05/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (3)Name of Business: Trustmark Financial Services Address: 1209 Highway 15 N, Laurel, MS, 39440-2651, United States Activity Type: Support Company - Non Owner Position/Title: Officer - Vice President, Associate/Employee Investment Related: No Start Date: 09/05/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-10-04 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-22 |
Reach out to this advisor