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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-03-17 |
Branch Locations
Alpharetta, GA • United States
3414 Peachtree Rd Ne Suite 550, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Boston | MA | 04/2008 | 07/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Inc. | Atlanta | GA | 08/2017 | 05/2018 |
| Bank Of America, N.A. | Atlanta | GA | 08/2017 | 05/2018 |
| Raymond James & Associates, Inc. | Atlanta | GA | 05/2018 | 03/2021 |
| Raymond James Financial Services, Inc. | Woodstock | GA | 03/2021 | 08/2021 |
| J. Thompson Ross Investments | Woodstock | GA | 03/2021 | 08/2021 |
| Raymond James Financial Services Advisors, Inc. | Woodstock | GA | 03/2021 | 08/2021 |
| J.P. Morgan Securities Llc | Dunwoody | GA | 10/2021 | 07/2023 |
| Jp Morgan Chase Bank, N.A. | Dunwoody | GA | 10/2021 | 07/2023 |
| Unemployed | Alpharetta | GA | 09/2021 | 09/2021 |
| Equitable Advisors, Llc | New York | NY | 08/2023 | 02/2024 |
| Raymond James & Associates | Atlanta | GA | 03/2025 | Present |
| Wealth With No Regrets | Alpharetta | GA | 03/2024 | 05/2024 |
| Yourown Wallet Llc | Alpharetta | GA | 06/2024 | 10/2024 |
| Unemployed | Alpharetta | GA | 11/2024 | 02/2025 |
(1) Name of Business: Teresa Rodriguez Photography Address: 362 Grayson Way, Alpharetta, GA, 30004, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 04/01/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Photographing real estate properties for sale and for posting on Airbnb.com
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-17 |
| S63 | Uniform Securities Agent State Law Examination | 2013-11-30 |
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