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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2012-10-18
GA RA APPROVED 2009-06-10
  • AL RA
    APPROVED
    Since 2012-10-18
  • GA RA
    APPROVED
    Since 2009-06-10

Branch Locations

2549 Lafayette Plaza Ste 101, Albany, GA 31707 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 06/2009 → Present
    Raymonds James Financial Services, Inc
    Albany, GA
  • 06/2009 → Present
    Ameris Bank
    Albany, GA
  • 06/2009 → Present
    Raymond James Financial Advisors, Inc
    Albany, GA
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-04-12
  • S66 Uniform Combined State Law Examination
    2004-04-12

View on SEC IAPD

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