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Advisor at SMITH SHELLNUT WILSON
RIDGELAND, MS
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| SMITH SHELLNUT WILSON | Other adviser | Jun 18, 2026 | n/a | yes | RIDGELAND, MS | Current employment |
| MORGAN STANLEY | Wirehouse | Jun 17, 2021 | Mar 27, 2026 | no | RIDGELAND, MS | Previous registration |
| TD AMERITRADE, INC. | Former SEC adviser | Apr 18, 2018 | Jan 11, 2021 | no | RIDGELAND, MS | Previous registration |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | Former SEC adviser | Feb 26, 2018 | Dec 31, 2020 | no | OMAHA, NE|RIDGELAND, MS | Previous registration |
| SCOTTRADE INVESTMENT MANAGEMENT | Former SEC adviser | Apr 5, 2017 | Feb 26, 2018 | no | SAINT LOUIS, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | SMITH SHELLNUT WILSON | Mar 27, 2026 | Jun 18, 2026 | 83 | Firm change | Other |
| TD AMERITRADE, INC. | MORGAN STANLEY | Jan 11, 2021 | Jun 17, 2021 | 157 | Firm change | Other |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | TD AMERITRADE, INC. | Dec 31, 2020 | Apr 18, 2018 | -988 | Bulk transfer | Other |
| SCOTTRADE INVESTMENT MANAGEMENT | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | Feb 26, 2018 | Feb 26, 2018 | 0 | Bulk transfer | Ibd to RIA |