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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-11-15 |
| MS | RA | APPROVED | 2009-01-02 |
Branch Locations
100 Fountains Blvd Suite 200, Madison, MS 39110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Fiancial Serices | Jackson | MS | 10/2007 | Present |
| Raymond James Financial Services Advisors, Inc | Jackson | MS | 01/2009 | Present |
| Divorce Planning Group | Madison | MS | 06/2008 | Present |
| Van Skiver Financial Services, Llc | Madison | MS | 10/2007 | Present |
(1) Name of Business: Divorce Planning Group Address: 100 Fountains Blvd Ste 200, Madison, MS, 39110, United States Activity Type: Certified Divorce Financial Analyst Position/Title: Investment Related: Yes Start Date: 06/16/2008 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: (2) Name of Business: Guardian Address: 100 Fountains Blvd Ste 200, Madison, MS, 39110, United States Activity Type: Non-variable Insurance Position/Title: Broker Investment Related: Yes Start Date: 05/20/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Producer of Long Term Disability policy (3) Name of Business: Van Skiver Financial Services, LLC Address: 100 Fountains Blvd Ste 200, Madison, MS, 39110, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 10/11/2007 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial planning and wealth management for clients. (4) Name of Business: Wilson Day Asset Management Address: 100 Fountains Blvd, Madison, MS, 39110, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 10/06/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial planning and investment management
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-11-27 |
| S65 | Uniform Investment Adviser Law Examination | 2006-03-31 |
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