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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-14 |
| TX | RA | APPROVED_RES | 2013-06-24 |
| GA | RA | APPROVED | 2009-05-06 |
Branch Locations
5975 Parkway North Blvd Unit 300B, Cumming, GA 30040 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Cumming | GA | 04/2009 | Present |
| Raymond James Financial Services Advisors, Inc | Cumming | GA | 05/2009 | Present |
(1)Name of Business: 1st Harbor Financial Services Address: 5975 Parkway North Blvd Ste B, Cumming, GA, 30040, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 04/24/2009 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: our 1099 company (2)Name of Business: Burg Enterprises Address: 7625 Stratton Pointe, Suwanee, GA, 30024, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: No Start Date: 04/01/2013 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: rental income / rental property (3)Name of Business: Burg Enterprises Address: 7625 Stratton Pointe, Suwanee, GA, 30024, United States Activity Type: Real Estate Brokerage/ Agent or Development Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 10/06/2015 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is my company that will encompass my real estate license and rental properties (4)Name of Business: Burwell Global Enterprises Address: 7625 Stratton Pt., Suwanee, GA, 30024, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 10/01/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Purchase a catamaran and putting in a rental program (5)Name of Business: Creekside Professional Association Address: 5975 Parkway North Blvd, Cumming, GA, 30040, United States Activity Type: Non profit Position/Title: Officer - Vice President Investment Related: Yes Start Date: 02/10/2012 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Vice President of Condo Association. Assist President and Treasurer in making decisions to keep the work environment professional and safe. (6)Name of Business: Haborworks LLC Address: 5975 Parkway North Blvd Ste B, Cumming, GA, 30040, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 07/22/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: owner / CFO - property management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-02-15 |
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