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Michael Joseph Mccool

Cpc Advisors, LLC

Atlanta, GA

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Current Employers
Cpc Advisors, Llc

1475 Peachtree St. Ne Suite 750, Atlanta, GA 30309 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-09-19
GA RA APPROVED 2007-08-21
  • TX RA
    APPROVED
    Since 2024-09-19
  • GA RA
    APPROVED
    Since 2007-08-21

Branch Locations

1475 Peachtree St. Ne Suite 750, Atlanta, GA 30309 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services Atlanta GA 05/2007 Present
Raymond James Financial Services Advisors Inc. Atlanta GA 04/2019 10/2021
Cpc Advisors, Llc Atlanta GA 10/2025 Present
Previous Registrations
Other Businesses

(1)Name of Business: Atlanta Ronald McDonald House Charities Address: 1131 Zimmer Drive, Atlanta, GA, 30306, United States Activity Type: Non profit Position/Title: Board Member, Finance/Investment Committee Member, Officer - Secretary, Committee Member Investment Related: Yes Start Date: 08/24/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Board Member\nAct as fiduciary of the charity. Ensure that the charity has adequate resources to advance its mission.\n\nMember of Finance and Investment Committee\nProvide guidance on budgeting and investments.\n\nChair the Development Committee. The Committee leads the Charitie's fundraising efforts. (2)Name of Business: CPC Advisors, LLC Address: 1475 Peachtree St NE Ste 750, Atlanta, GA, 30309-3992, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor, Associate/Employee Investment Related: No Start Date: 10/01/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Wealth Advisor to clients

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-07-11
S63 Uniform Securities Agent State Law Examination 2001-06-27
  • S65 Uniform Investment Adviser Law Examination
    2001-07-11
  • S63 Uniform Securities Agent State Law Examination
    2001-06-27
Designations

View on SEC IAPD

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