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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2020-11-05 |
| TX | RA | APPROVED | 2020-10-30 |
Branch Locations
14231 Seaway Road Suite 1002, Gulfport, MS 39503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Gulfport | MS | 02/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Gulfport | MS | 11/2016 | 10/2020 |
| Raymond James Financial Services, Inc | Gulfport | MS | 10/2020 | Present |
| Raymond James Financial Services Advisors, Inc | Gulfport | MS | 10/2020 | Present |
| Concurrent Advisors | Winter Park | FL | 10/2020 | 12/2022 |
(1)Name of Business: Mississippi Sound Financial Planning Address: 14231 Seaway Rd Ste 1002, Gulfport, MS, 39503, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 10/30/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Owner and Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-04-18 |
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