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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED | 2025-09-05 |
Branch Locations
305 Poplar View Pkwy., Collierville, TN 38017 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Memphis | TN | 07/2011 | 09/2025 |
| Raymond James Financial Services, Inc. | Collierville | TN | 09/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Collierville | TN | 09/2025 | Present |
| Trustmark Bank | Collierville | TN | 02/1999 | Present |
(1)Name of Business: Trustmark Financial Services Address: 305 Poplar View Pkwy, Collierville, TN, 38017-3111, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 02/01/1999 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-07-11 |
| S65 | Uniform Investment Adviser Law Examination | 1999-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 1994-04-21 |
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