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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2012-10-18 |
| GA | RA | APPROVED | 2009-06-10 |
Branch Locations
2549 Lafayette Plaza Ste 101, Albany, GA 31707 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymonds James Financial Services, Inc | Albany | GA | 06/2009 | Present |
| Ameris Bank | Albany | GA | 06/2009 | Present |
| Raymond James Financial Advisors, Inc | Albany | GA | 06/2009 | Present |
1) Name of Business: Lily Pad CEnter Address: 320 West 2nd Ave, Albany, GA, 31707, United States Activity Type: Non profit Position/Title: Executive Member, Director Investment Related: Yes Start Date: 02/23/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Oversight of the Executive Director and her team. Help with fundraising efforts\n\nFinance Chairman, Executive Committee - Finance Chairman is called upon in the event of an extreme situation involving the Lily Pad. No handling of checks or money is required nor does Finance Chairmen handle investment decisions with regards to any securities. (2) Name of Business: RMM Wealth Management, LLC Address: 2549 Lafayette Plaza Dr., Suite 101, Albany, GA, 31707, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 11/20/2025 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Transferred from FID to ICD and became a business owner. Adivsory services provided will be the same as advisory services provided on the FID side. (3) Name of Business: Shriner's Childrens Florida Address: 124 Chicory Ct, Leesburg, GA, 31763, United States Activity Type: Non profit Position/Title: Chair of the Board, Advisory Board, Executive Member Investment Related: Yes Start Date: 01/01/2021 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 will be on a Board with 19 other members who run the Shriner's Hospitals For Children - Tampa.\n\nI have been elected as Chairman of the Board for 2026 and 2027. My responsibilities include running the general board meeting. Organizing meeting times and places. Appointing Board Member to Committee positions. Collaborating with the Corporate side of Shriners Children's to ensure the Shriner's original vision for helping kids is being adhered to. I will not have any control over funds
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-04-12 |
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