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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2018-09-28 |
| TX | RA | APPROVED | 2018-09-28 |
Branch Locations
3530 A Manor Drive Suite 7, Vicksburg, MS 39180 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Vicksburg | MS | 02/2006 | 09/2018 |
| Morgan Stanley Smith Barney | Vicksburg | MS | 06/2009 | 09/2018 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 09/2018 |
| Raymond James Financial Services, Inc. | Vicksburg | MS | 09/2018 | Present |
| Raymond James Financial Services Advisors, Inc. | Vicksburg | MS | 09/2018 | Present |
| Ewf, Llc | Vicksburg | MS | 09/2018 | Present |
| Monument Financial Partners | Vicksburg | MS | 09/2018 | Present |
(1) , Vicksburg, MS, 39180, Rental Real Estate P/T: Owner/Proprietor I/R: Yes 12/07/2023 HPM: 2-10 HPM trd hrs: 0-1 Duties: Purchasing a home to facilitate my son moving back to Vicksburg. The "plan" is he will rent from me until he can get mortage and then buy it from me. If he can't get approved he will continue renting from me. (2) 1503 Perdido Place, LLC 29500 Perdido Beach Blvd, #1503, Orange Beach, AL, 36561, Business Owner P/T: Owner/Proprietor I/R: No 05/05/2005 HPM: 0-1 HPM trd hrs: 0-1 Duties: 1/4 owner of non rental condo in Orange Beach, Alabama (3) Biedenharn 1814 Mission 66, Vicksburg, MS, 39180, Control Person P/T: Trustee (Acting) I/R: Yes 05/06/2020 HPM: 2-10 HPM trd hrs: 0-1 Duties: Co Trustee with my other brother, Eric Biedenharn for a Trust created for our other brother Malcolm A Biedenharn (4) Carriage House Rental , Vicksburg, MS, 39180, Rental Real Estate P/T: Owner/Proprietor I/R: Yes 08/01/2014 HPM: 2-10 HPM trd hrs: 0-1 Duties: Collect monthly rent and make sure any repairs needed are completed. (5) EWF Land, LLC 4345 Bovina Cut Off Rd, Vicksburg, MS, 39180, Agriculture/Farming P/T: Owner/Proprietor I/R: No 08/28/2023 HPM: 11-20 HPM trd hrs: 0-1 Duties: EWF Land, LLC is the holding company for land I purchased from my siblings as we sold our inherited family farm. I currently lease 30 acres +- to my brother for pasture land for his horses, raise timber and hunt on the other 45 +- acres. (7) Junius Ward Johnson YMCA Board of Trustees 267 YMCA Place, Vicksburg, MS, 39183, Non profit P/T: Chair of the Board, Board Member I/R: Yes 03/08/2023 HPM: 2-10 HPM trd hrs: 2-10 Duties: Provide oversight over assets of the local YMCA to include two YMCA campuses, a Y overnight camp and assets held in trust with two Regional banks.\n\nI was elected to be the Chair of the Board of Trustees on 4/21/26. Additional responsibilities will be to chair the meetings, receive monthly statements from trust accounts and approve distributions from said trusts. (9) St. Alban's Episcopal Church 5930 Warriors Trl, Vicksburg, MS, 39180, Religious I/R: Finance/Investment Committee Member I/R: Yes 01/01/2000 HPM: 2-10 HPM trd hrs: 0-1 Duties: Help prepare annual budget and oversee monthly financial reports (10) St. Alban's Episcopal Church Endowment Fund 5930 Warriors Trl, Vickburg, MS, 39180, Non profit P/T: Committee Member I/R: Yes 01/01/2025 HPM: 0-1 HPM trd hrs: 0-1 Duties: We are creating a long term "quasi" endowment fund to help defray the future costs related to our church and grounds. (140 + year old church) I am one a 3 person Endowment Committee appointed by our Vestry to oversee the fund.\n\nFYI, we are working with Episcopal Church Foundation (non-profit) who will in turn, place the funds with State Street Advisors to handle the investments. (11) MFP Vicksburg Properties, LLC 1814 Mission 66, Vicksburg, MS, 39180, Support Company - Owner Position/Title: Other Investment Related: No 04/17/2020 HPM: 0-1 HPM during trading hours: 0-1 Duties: 50% owner with Marion Roberson, this will be our new building we purchased to house our office.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 1984-04-18 |
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