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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2009-01-02 |
Branch Locations
101 Devant Street Suite 903, Fayetteville, GA 30214 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services,Inc | Fayetteville | GA | 01/2004 | Present |
| Raymond James Financial Services Advisors, Inc | Fayetteville | GA | 01/2009 | Present |
| Mcmullin-Stone Properties, Llc | Fayetteville | GA | 03/2006 | 11/2021 |
| Mcmullin, Stone & Associates, Inc | Fayetteville | GA | 01/2006 | 09/2021 |
(1) Name of Business: On Purpose Financial Management, Inc. Address: 101 Devant St Ste 903, Fayetteville, GA, 30215, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 08/31/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Owner/FA/Will assumed role of branch manager 9/1/2021 in preparation for Phil McMullin's retirement (2) Name of Business: Southwest Christian Care Address: 7225 Lester Road, Union City, GA, 30291, United States Activity Type: Non profit Position/Title: Officer - Treasurer, Board Member Investment Related: Yes Start Date: 12/31/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Attend board meetings and serve on finance committee. Provide summary of financial reports at quarterly board meeting and work with staff and committee to craft annual budget and track financial performance against budget. Participate in discussions related to organizations endowment with committee and the organizations financial advisors. I do NOT have control of funds in the organization including as a signatory or authorized individual on any bank, investment, or other financial accounts. (3) Name of Business: WFS Properties LLC Address: 101 Devant Street, Ste 903, Fayetteville, GA, 30214, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 03/15/2006 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: 100% owner effective 10/31/2021 following buyout of Philip McMullin's interest. Company owns office suite used for financial services (main floor) and rents basement to another business unrelated to the owner or the financial services industry.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-02-09 |
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