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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2009-01-02 |
Branch Locations
208 South Whitworth Ave, Brookhaven, MS 39601 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Brookhaven | MS | 01/1999 | Present |
| Tellus Operating | Madison | MS | 06/1999 | Present |
| Raymond James Financial Services Advisors, Inc | Brookhaven | MS | 01/2009 | Present |
| N/A | Brookhaven | MS | 12/2007 | Present |
(1) 101 Chickasaw LLC 706 S Jackson St.t, Brookhaven, MS, 39601, Rental Real Estate P/T: Other, Borrower I/R: Yes 01/01/2024 HPM : 0-1 HPM trd hrs: 0-1 Duties: Member of the LLC which will own the office building and lease the space to one tenant. The tenant is not a client. (2) Brookhaven's Whitworth 210 S Whitworth Avenue, Brookhaven, MS, 39601, Business Owner P/T: Owner/Proprietor I/R: No 11/01/2011 HPM : 0-1 HPM trd hrs: 0-1 Duties: Pay bills (3) Brookhavens Inez 104 E Monticello St. Brookhaven, MS 39601, Brookhaven, MS, 39601, Rental Real Estate P/T: Partner I/R: Yes 11/14/2003 HPM : 2-10 HPM trd hrs: 0-1 Duties: Pay bills (4) Brookhill LLC 706 S Jackson St.t, Brookhaven , MS, 39601, Business Owner P/T: Other I/R: No 09/17/2003 HPM : 0-1 HPM trd hrs: 0-1 Duties: Managing Member (5) Cornerstone Investments, LTD 208 S Whitworth Ave, Brookhaven, MS, 39601, Support Company - Owner P/T: Other I/R: No 1/01/1994 HPM : 81+ HPM trd hrs: 41+ Duties: My support company for RJFS (6) Cornerstone Properties of Brookhaven 706 S Jackson St.t, Brookhaven, MS, 39601, Rental Real Estate P/T: Owner/Proprietor I/R: Yes 01/17/2006 HPM : 2-10 HPM trd hrs: 0-1 Duties: Bill paying and 100% of the rental property...No clients under any lease contract (7) Jacks Investments dba The Corner Laundry 127 E Monticello St.t, Brookhaven, MS, 39601, Business Owner P/T: Partner I/R: No 03/01/2021 HPM : 0-1 HPM trd hrs: 0-1 Duties: 90% owner of the LLC and monitor the manager that runs the business for the family members. (8) Love the Pass 2, LLC 706 S Jackson St.t, Brookhaven, MS, 39601, Business Owner P/T: Owner/Proprietor I/R: No 12/01/2022 HPM : 0-1 HPM trd hrs: 0-1 Duties: Member with only my wife, Helen. (9) Ole Brook Holdings dba The Porches at Ole Brook 706 S Jackson St.t, Brookhaven, MS, 39601, Rental Real Estate P/T: Owner/Proprietor I/R: Yes 06/01/2024 HPM : 2-10 HPM trd hrs: 0-1 Duties: I pay the bills on a monthly basis (10) Ole Brook LLC 706 S Jackson St.t, Brookhaven, MS, 39601, Rental Real Estate P/T: Owner/Proprietor I/R: Yes 03/15/2017 HPM : 0-1 HPM trd hrs: 0-1 Duties: Residential Real Estate manager (11) Whitworth Properties 706 S Jackson St.t, Brookhaven, MS, 39601, Rental Real Estate P/T: Other I/R: Yes 02/01/2019 HPM : 0-1 HPM trd hrs: 0-1 Duties: Rental real estate of commercial property and AirBnb as Captain Jacks Guest House
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 1986-10-04 |
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