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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-22 |
| GA | RA | APPROVED | 2026-05-28 |
Branch Locations
2400 Lakeview Parkway Suite 200, Alpharetta, GA 30009 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed | Marietta | GA | 11/2001 | 03/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Alpharetta | GA | 09/2005 | 03/2018 |
| Bank Of America, Na | Alpharetta | GA | 12/2009 | 03/2018 |
| Raymond James & Associates, Inc. | Alpharetta | GA | 05/2026 | Present |
| Rbc Capital Markets, Llc. | Atlanta | GA | 03/2018 | 05/2026 |
| City National Bank | Atlanta | GA | 04/2018 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-07-09 |
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