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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-02-18 |
| TX | RA | APPROVED | 2026-02-13 |
Branch Locations
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
2908 Professional Parkway, Augusta, GA 30907 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Augusta | GA | 07/2009 | 02/2026 |
| Fehrman Investment Group | Augusta | GA | 07/2009 | Present |
| Insurance-Non Variable | Augusta | GA | 12/2010 | 10/2018 |
| Raymond James Financial Services Advisors, Inc | Augusta | GA | 07/2009 | 02/2026 |
| Area 18 Cutting Horse Association | Lincolnton | GA | 11/2013 | Present |
| Concurrent Investment Advisors, Llc | Augusta | GA | 02/2026 | Present |
(1)Name of Business: Fehrman Farm, LLC Address: 4901 Augusta Highway, Lincolnton, GA, 30817, United States Activity Type: Agriculture/Farming Position/Title: Owner/Proprietor Investment Related: No Start Date: 06/06/2016 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am the sole owner in an LLC that owns Fehrman Farm. (2)Name of Business: Fehrman Investment Group Address: 2908 Professional Pkwy, Augusta, GA, 30907, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 07/17/2009 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: DBA under which name advisory services and general business administration is conducted. (3)Name of Business: Fehrman LLC Address: 2908 Professional Parkway, Augusta, Ga. 30909, Augusta, GA, 30907, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 07/06/2011 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: We are leasing back property to Fehrman Invesment from LLC property owner. (4) Fixed Insurance - Investment Related - 2908 Professional Pkwy, Augusta, GA, 30907-6504 - Insurance business - Independent Insurance Agent - 1 hour a month - Sales of traditional and fixed life insurance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-07-21 |
| S63 | Uniform Securities Agent State Law Examination | 1993-03-30 |
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