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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2003-03-14 |
| TX | RA | APPROVED_RES | 1997-07-15 |
Branch Locations
1370 Center Drive Suite 202, Dunwoody, GA 30338 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Atlanta | GA | 02/1997 | Present |
(1)Name of Business: Lipsey Wealth Management LLC Address: 4961 Hampton Circle, Marietta, GA, 30068, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 01/09/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: In preparation for our transition to the RJAS channel I established an LLC to hold the real estate lease for our new office. The purpose of this LLC is solely to hold the lease reducing personal liability and to facilitate expenses associated with the office.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-05-30 |
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