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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-17 |
| GA | RA | APPROVED | 2024-01-05 |
Branch Locations
106 W Maple St [G1/G3-Rbo], Cumming, GA 30040 • United States
350 E Las Olas Blvd 19Th Fl, Fort Lauderdale, FL 33301 • United States
3280 Peachtree Rd Ne 4Th Fl [G4-Rbo], Atlanta, GA 30305 • United States
4175 Old Milton Pkwy, Alpharetta, GA 30005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | Delray Beach | FL | 10/2020 | 06/2022 |
| Alpha Street, Inc. | Delray Beach | FL | 12/2020 | 06/2022 |
| Raymond James Financial Services, Inc | Delray Beach | FL | 10/2020 | 06/2022 |
| Raymond James Financial Services | Delray Beach | FL | 11/2020 | 06/2022 |
| Alpha Street Inc. | Weston | FL | 09/2017 | 11/2020 |
| J.P. Morgan Securities Llc | Atlanta | GA | 07/2022 | 01/2024 |
| Jpmorgan Chase Bank, N.A. | Atlanta | GA | 07/2022 | 01/2024 |
| Kismat Holdings Llc | Weston | FL | 01/2009 | 12/2016 |
| Grubbrr Inc / Investor | Weston | FL | 12/2016 | 09/2017 |
| Wells Fargo Clearing Services, Llc | Atlnta | GA | 01/2024 | Present |
CAVEMAN CITY, NOT INV RELATED, ALPHARETTA, GA, 100% OWNERSHIP, START 6/27/24, 10 HRS PER MONTH, 0 HRS DURING TRADING, CLOTHING AND MERCHANDISE TOWARDS MEN;| CORPORATEBRAINS LLC; NOT INV RELATED; ALPHARETTA, GA; TECHNOLOGY CONSULTING; 100% OWNER; START DATE 01/01/2025; 10 HOURS PER MONTH; 0 HOURS DURING TRADING AI BUYSIDE IQ ; NOT INV RELATED;ALPHARETTA,GA; 100% OWNERSHIP; START DATE: 04/14/2026; 10 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-04-21 |
| S65 | Uniform Investment Adviser Law Examination | 2017-08-11 |
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