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1475 Peachtree St. Ne Suite 750, Atlanta, GA 30309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-19 |
| GA | RA | APPROVED | 2007-08-21 |
Branch Locations
1475 Peachtree St. Ne Suite 750, Atlanta, GA 30309 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-07-11 |
| S63 | Uniform Securities Agent State Law Examination | 2001-06-27 |
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