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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2013-04-09 |
| TX | RA | APPROVED | 2012-04-11 |
Branch Locations
4266 I-55 North, Suite 200, Jackson, MS 39211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc | Jackson | MS | 04/2012 | Present |
(1)Name of Business: capital investors LLC Investment Club Address: 235 St. Andrews Dr, Jackson, MS, 39211, United States Activity Type: Other Position/Title: Other Investment Related: Yes Start Date: 04/01/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: i am just a member of the Investmetn CLub (2)Name of Business: Community Foundation of Mississippi Address: 2505 Eastover Dr, Jackson , MS, 39202, United States Activity Type: Non profit Position/Title: Board Member, Finance/Investment Committee Member Investment Related: Yes Start Date: 07/01/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I will serve on the finance committee which reports to the BOard (3)Name of Business: GearyLLC Address: 235 Saint Andrews Dr, Jackson, MS, 39211, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 07/07/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is a familiy LLC owned by me adn my three sons in which we plan to invest in real estate. (4)Name of Business: Habitat for Humanity - Mississippi Capital Area Address: 2505 Eastover , jackson , MS, 39211, United States Activity Type: Non profit Position/Title: Advisory Board Investment Related: Yes Start Date: 10/23/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Advisory Board Member.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 1988-03-05 |
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