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CRD 114968
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.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| DANNY COLLINS WILLIAMS | Certified Financial Planner | RIDGELAND, MS | 20 | 32 | 1 | no |
| BARRY CARL SMITH | n/a | RIDGELAND, MS | 20 | 37 | n/a | no |
| JEREMY LEWAYNE YANCEY | n/a | RIDGELAND, MS | 18 | 18 | n/a | no |
| Jeremy Martin Nelson | n/a | RIDGELAND, MS | 8 | 22 | 1 | no |
| LANCE STEPHEN HEISLER | n/a | Theodore, AL | 7 | 15 | n/a | no |
| LAURA ELIZABETH BRAME CERRA | n/a | Laurel, MS | 5 | 16 | 2 | no |
| Juli-Ann Lenora Marquette | n/a | RIDGELAND, MS | 5 | 19 | n/a | no |
| JAMES PAUL BAILEY | n/a | RIDGELAND, MS | 1 | 30 | 2 | no |
| DAVID SATTERFIELD MORSE | Certified Financial Planner | RIDGELAND, MS | 1 | 41 | 1 | no |
| Sarah Robinson Pehler | n/a | RIDGELAND, MS | 1 | 21 | n/a | no |
| Hayes Anthony Puckett | n/a | RIDGELAND, MS | 0 | 11 | n/a | no |
| ANDREW EDWARD GAY | n/a | RIDGELAND, MS | 0 | 34 | 1 | no |
| BRIAN CHRISTOPHER VON HEIN | n/a | RIDGELAND, MS | St. Augustine, FL | 0 | 11 | 1 | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| WOODRIDGE EQUITY PARTNERS, LP | Hedge Fund | $12.3M | Sep 18, 2015 | 23 | Mar 21, 2012 | dropped | 021-131318 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| SMITH, BARRY, CARL | PARTNER/CHIEF COMPLIANCE OFFICER | Na | yes | 12/1998 | Mar 21, 2012 | Mar 28, 2024 |
| ROSS & YERGER INSURANCE, INC. | Owner | E | no | 08/2023 | Sep 14, 2023 | Mar 28, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| LAURA BRAME CERRA CPA | n/a | n/a | n/a | N | no | n/a |
| ROSS & YERGER INSURANCE, INC. | n/a | n/a | n/a | Y | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 23, 2026 | $744M | $524M | 15 | 9 | 0 | n/a | n/a |
| 2024 | Mar 25, 2025 | $642M | $432M | 14 | 7 | 0 | n/a | n/a |
| 2023 | Mar 28, 2024 | $550M | $385M | 11 | 3 | 0 | n/a | n/a |
| 2022 | Mar 15, 2023 | $450M | $353M | 11 | 3 | 0 | n/a | n/a |
| 2021 | Mar 23, 2022 | $419M | $300M | 11 | 3 | 0 | n/a | n/a |
| 2020 | Mar 26, 2021 | $319M | $273M | 8 | 3 | 0 | n/a | n/a |
| 2019 | Mar 30, 2020 | $253M | $216M | 8 | 3 | 0 | n/a | n/a |
| 2018 | Mar 7, 2019 | $194M | $183M | 8 | 3 | 0 | n/a | n/a |
| 2017 | Mar 13, 2018 | $144M | $135M | 4 | 2 | 0 | n/a | n/a |
| 2016 | Jan 23, 2017 | $125M | $125M | 4 | 2 | n/a | n/a | n/a |
| 2015 | Feb 1, 2016 | $127M | $120M | 6 | 2 | n/a | n/a | n/a |
| 2014 | Jan 21, 2015 | $162M | $162M | 8 | 4 | n/a | 1 | $13.4M |
| 2013 | Mar 28, 2014 | $172M | $172M | 8 | 4 | n/a | 1 | $13.4M |
| 2012 | Feb 28, 2013 | $142M | $142M | 7 | 4 | n/a | 1 | $11.6M |
| 2011 | Mar 21, 2012 | $148M | $148M | n/a | n/a | n/a | 1 | $8.0M |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 1 | 0 | 1 | 0.0% | 1 | 0 | 0 | 3 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $744M | $642M | 15.8% | $450M | 18.3% | 15 | 14 | 0 | 0 |