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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-06-12 |
| TX | RA | APPROVED | 2026-06-11 |
Branch Locations
7000 Central Pkwy Suite 1665, Sandy Springs, GA 30328 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Atlanta | GA | 01/2016 | 06/2026 |
| Raymond James Financial Services Advisors, Inc. | Sandy Springs | GA | 06/2026 | Present |
| Raymond James Financial Services, Inc. | Sandy Springs | GA | 06/2026 | Present |
(1)Name of Business: Address: 535 Arcaro Drive, Milton, GA, 30004, United States Activity Type: Real Estate Brokerage/ Agent or Development Position/Title: Investment Related: Yes Start Date: 11/30/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2)Name of Business: Avenrock Wealth Partners Address: 7000 Central Parkway Ste 1665, Sandy Springs, GA, 30328-4579, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 06/11/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Founding partner/financial advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-08-19 |
| S66 | Uniform Combined State Law Examination | 2001-08-09 |
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