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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-01-04 |
| MS | RA | APPROVED | 2009-01-02 |
Branch Locations
100 Fountains Blvd Suite 200, Madison, MS 39110 • 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. | Ridgeland | MS | 07/1986 | Present |
| Raymond James Financial Services Advisors, Inc | Ridgeland | MS | 01/2009 | Present |
(1)Name of Business: Address: 100 Fountains Boulevard, Madison, MS, 39110-2522, United States Activity Type: Control Person Position/Title: Trustee (Acting), Trust advisor (Acting) Investment Related: Yes Start Date: 11/29/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: TRUSTEE FOR MY BROTHERS TRUST. (2)Name of Business: WALTON Address: 312 DUNLEIGH CT, MADISON, MS, 39110, United States Activity Type: Control Person Position/Title: Trust advisor (Acting), Trustee (Acting), Executor (Acting) Investment Related: Yes Start Date: 01/12/2012 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: EXECUTOR OF WILL FOR BROTHER AND SISTER AND ME.\nTRUSTEE FOR JAMES M.WALTON TRUST\nADVISOR ON THIS TRUST (3)Name of Business: WALTON WEALTH MGT. Address: 312 DUNLEIGH CT., MADISON, MS, 39110, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 06/15/2015 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner of support company
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-03-26 |
| S63 | Uniform Securities Agent State Law Examination | 1984-12-19 |
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