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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2026-07-30 |
| TX | RA | APPROVED | 2026-07-30 |
Branch Locations
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States
1425 4Th Street, Meridian, MS 39301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc | Metairie | LA | 01/2017 | 01/2018 |
| Habitat For Humanity | Meridian | MS | 06/2007 | 07/2026 |
| The Prudential Insurance Company Of America | Metairie | LA | 06/2017 | 01/2018 |
| Wells Fargo Clearing Services, Llc | Meridian | MS | 02/2020 | 07/2026 |
| Ideal Software Solutions | Meridian | MS | 12/2019 | 02/2020 |
| &Partners | Nashville | TN | 07/2026 | Present |
HABITAT FOR HUMANITY POSITION: BOOKKEEPER NATURE: PROVIDING HOUSING FOR LOW INCOME FAMILIES. INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2007 ADDRESS: MERIDIAN, MS 39302 DESCRIPTION: ACCOUNTING AND BOOKKEEPING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-20 |
| S63 | Uniform Securities Agent State Law Examination | 2017-03-23 |
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