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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-10-07 |
| TX | RA | APPROVED_RES | 2025-10-07 |
Branch Locations
351 Jesse Jewell Pkwy Sw Ste 303, Gaineville, GA 30501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Gainesville | GA | 02/2013 | 10/2025 |
| Raymond James Financial Services, Inc. | Gainesville | GA | 10/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Gainesville | GA | 10/2025 | Present |
(1)Name of Business: AD Wealth Advisors LLC Address: 351 Jesse Jewell Pkwy SW Ste 302, Gainesville, GA, 30501-3795, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 10/05/2025 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 my Individual Owner LLC for my practice at Raymond James. (2)Name of Business: Georgia Mountains Ymca Address: 2455 YMCA Drive, Gainesville, GA, 30501, United States Activity Type: Non profit Position/Title: Officer - Treasurer, Board Member Investment Related: Yes Start Date: 06/05/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Serving currently as Treasurer. I am not giving investment advice. This is an unpaid volunteer role as a non-profit board member. (3)Name of Business: Georgia Mountains YMCA Address: 2455 YMCA Drive, Gainesville, GA, 30501, United States Activity Type: Non profit Position/Title: Officer - Treasurer Investment Related: Yes Start Date: 10/05/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: I serve as the Chair of our Finance Committee. I abstain from any votes that involve the YMCA's accounts with Raymond James. The YMCA's accounts are advised by fellow advisor, Russ Roush. I do not have any control of YMCA funds or check writing. (4)Name of Business: Georgia Mountains YMCA Address: 2455 YMCA Drive, Gainesville, GA, 30501, United States Activity Type: Non profit Position/Title: Officer - Treasurer, Board Member, Finance/Investment Committee Member Investment Related: Yes Start Date: 10/31/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am currently approved in my role as Treasurer for the YMCA. The Y has asked me to Co-Chair a Capital Campaign to raise $4-$5 million for an expansion of the existing YMCA. I would attend periodic cabinet meetings and assist the Campaign Director in scheduling 5+ prospects (no RJ clients) and attend the kickoff event. (5) Name of Business: Guardian Wealth Management, LLC Address: 351 Jesse Jewell Pkwy SW Ste 302, Gainesville, GA, 30501-3795, United States Activity Type: Support Company - Owner Position/Title: Officer - Vice President Investment Related: No Start Date: 10/05/2025 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 our holding company of office expenses and rent costs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-12-04 |
| S63 | Uniform Securities Agent State Law Examination | 1996-11-21 |
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