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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-01-24 |
| AL | RA | APPROVED | 2016-09-08 |
Branch Locations
6925 Halcyon Park Drive Suite B, Montgomery, AL 36117 • 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 |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Montgomery | AL | 08/2016 | Present |
| Raymond James Financial Services Advisors Inc. | Montgomery | AL | 08/2016 | Present |
| Sikes Financial Group | Montgomery | AL | 08/2016 | 12/2018 |
(1) Name of Business: MDS Capital, Inc. Address: 6925 Halcyon Park Dr Ste B, Montgomery, AL, 36117-7099, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 03/31/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is a pass through entity for additional business expenses. (2) Name of Business: Meridiem Advisory Group, LLC formerly Gateway Partners, LLC Address: 6925-B Halcyon Park Drive, Montgomery, AL, 36117, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 09/25/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Owner
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-08-03 |
| S63 | Uniform Securities Agent State Law Examination | 2001-06-01 |
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