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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2024-06-03 |
| TX | RA | APPROVED_RES | 2024-05-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Jackson | MS | 08/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Jackson | MS | 11/2016 | 05/2024 |
| Raymond James Financial Services, Inc. | Madison | MS | 05/2024 | Present |
| Raymond James Financial Services Advisors, Inc. | Madison | MS | 05/2024 | Present |
| Citizens National Bank | Madison | MS | 05/2024 | Present |
| Citizens National Bank Financial Advisors | Meridian | MS | 08/2026 | Present |
(1)Name of Business: Brandon Baptist Church Address: 100 Brandon Baptist Drive, Brandon, MS, 39042, United States Activity Type: Religious Position/Title: Other Investment Related: Yes Start Date: 09/30/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Stewardship Committee - Chairman (2)Name of Business: Olive Shoot LLC Address: 204 Grace Cove, Brandon, MS, 39042, United States Activity Type: Agriculture/Farming Position/Title: Partner Investment Related: Yes Start Date: 05/28/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: LLC set up to own family farm, timber and recreational real estate. My duties include budgeting and negotiating real estate transactions and any other business items that might arise for the LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-01-21 |
| S63 | Uniform Securities Agent State Law Examination | 1997-03-21 |
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