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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-06-20 |
| GA | RA | APPROVED | 2011-04-01 |
Branch Locations
1151 Hammond Dr Suite 240, Atlanta, GA 30346 • United States
3101 Cobb Pkwy Se Suite 124, Atlanta, GA 30339 • United States
9 South Bartow Street, Cartersville, GA 30120 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services,Inc | Mrietta | GA | 03/2011 | Present |
| Raymond James Financial Services Advisors, Inc | Cartersville | GA | 04/2011 | Present |
(1) Name of Business: GAM Financial, Inc Address: 9 South Bartow Street., Cartersville, GA, 30120, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 03/08/2011 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Support Company called GAM Financial, Inc. (S-Corp) (2) Name of Business: Merritt Financial Address: 9 South Bartow Street, Cartersville, GA, 30120, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 06/01/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I use this for branding only - Merritt Financial. There is no entity or corporation associated with this name.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-10-14 |
| S65 | Uniform Investment Adviser Law Examination | 2002-08-16 |
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