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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-05-02 |
| MS | RA | APPROVED | 2018-04-05 |
Branch Locations
400 S Lamar Blvd Suite A, Oxford, MS 38655 • United States
322 W. Main St., Tupelo, MS 38804 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Oxford | MS | 09/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Oxford | MS | 11/2016 | 04/2018 |
| Raymond James & Associates | Jackson | MS | 04/2018 | Present |
(1)Name of Business: Oxford University United Methodist Church Address: 424 South 10th Street, Oxford, MS, 38655, United States Activity Type: Non profit Position/Title: Officer - Vice President, Committee Member Investment Related: Yes Start Date: 01/01/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Review and approve the financials of the church on a monthly basis.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-10-20 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-09 |
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