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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-25 |
| AL | RA | APPROVED | 2015-05-11 |
Branch Locations
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 |
|---|---|---|---|---|
| Raymond James Financial Services | Guntersville | AL | 03/2015 | Present |
| Raymond James Financial Services Advisors Inc. | Guntersvile | AL | 05/2015 | Present |
| Team Wealth Solutions | Guntersville | AL | 08/2016 | Present |
| Guy Caffey | Guntersville | AL | 07/2018 | 01/2019 |
(1)Name of Business: Caffey Wealth Management Address: 400 Gunter Ave, Guntersville, AL, 35976, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related:No Start Date: 04/03/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: owner (2)Name of Business: Hidden Valley RV Park Address: 18 Old Farm Rd , Guntersville, AL, 35976, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 08/01/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Partner with spouse in Rental Cabin via VRBO (3)Name of Business: Team Wealth Solutions Address: 400 Gunter Ave, Guntersville, AL, 35976, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 08/01/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-25 |
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