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1076 Highland Colony Parkway Suite 291, Ridgeland, MS 39157 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2021-05-06 |
Branch Locations
1076 Highland Colony Parkway Suite 291, Ridgeland, MS 39157 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Horne Wealth Advisors | Ridgeland | MS | 01/2017 | 01/2018 |
| Pinnacle Trust Company, Llc | Madison | MS | 04/2014 | 01/2017 |
| Rebecca Niemeyer, Cpa | Brandon | MS | 02/2018 | 04/2018 |
| Raymond James Financial Services, Inc | Brandon | MS | 05/2018 | 04/2019 |
| Raymond James Financial Services Advisors, Inc | Brandon | MS | 12/2018 | 04/2019 |
| Grantham Poole Advisors, Llc | Ridgeland | MS | 05/2019 | 04/2021 |
| Level Four Financial, Llc | Dallas | TX | 04/2021 | 04/2025 |
| Magnolia Capital Advisors, Llc | Ridgeland | MS | 04/2021 | Present |
Magnolia Capital Advisors, LLC - 4500 I-55 North, Suite 291, Jackson MS 39211, Investment Related, Compliance Liaison, assisting in overseeing the business, 320 hours Devoted / 320 during trading hours, Started 1/2025;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-17 |
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