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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-07-05 |
| GA | RA | APPROVED | 2014-08-04 |
Branch Locations
1100 Peachtree Street Ne Suite 325, 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 | 08/2014 | Present |
| Raymond James Financial Services Advisors Inc. | Atlanta | GA | 08/2014 | Present |
| Baker'S Brace Foundation | Atlanta | GA | 12/2015 | Present |
(1)Name of Business: Dogwood Wealth Advisors, LLC Address: 1100 Peachtree St Ste 325, Atlanta, GA, 30309, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 08/04/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner (2)Name of Business: Selness Address: 1100 Peachtree St NE Ste 325, Atlanta, GA, 30309-4517, United States Activity Type: Control Person Position/Title: Trustee (Named Only) Investment Related: Yes Start Date: 06/01/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Trustee of Testamentary Trust for minor children in the event he and his wife pass away
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-08-31 |
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