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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2021-02-05 |
| TX | RA | APPROVED_RES | 2021-01-21 |
Branch Locations
525 Westpark Drive Suite 100, Peachtree, GA 30269 • United States
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 |
|---|---|---|---|---|
| Morgan Stanley | Peachtree City | GA | 05/2014 | 01/2021 |
| Raymond James Financial Services, Inc. | Peachtree City | GA | 01/2021 | Present |
| Raymond James Financial Services Advisors, Inc. | Peachtree City | GA | 01/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | 01/2021 |
(1)Name of Business: Giddens, Nolan and Michele Address: 525 Westpark Dr Ste 100, Peachtree City, GA, 30269-1575, United States Activity Type: Control Person Position/Title: Power of Attorney (Acting) Investment Related: Yes Start Date: 04/27/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: POA for spouse (2)Name of Business: Intelligent Wealth Design, LLC Address: 40 Clubview Dr, Newnan, GA, 30265, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/15/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is the LLC that each of the partners in Reveille Wealth Management set up to own the company. It is a shell company that only holds my portion of our parent company. (3)Name of Business: Reveille Wealth Management LLC Address: 525 Westpark Dr Suite 100, Peachtree City, GA, 30269, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/15/2021 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: I am a partner in the LLC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 1989-12-21 |
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