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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-09-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 11/2012 | 09/2025 |
| Raymond James Financial Services Advisors, Inc. | Lagrange | GA | 09/2025 | Present |
| Raymond James Financial Services, Inc. | Lagrange | GA | 09/2025 | Present |
(1) Name of Business: TNI Realty, INC Address: 306 Church St, LaGrange, GA, 30240-2714, United States Activity Type: Business Owner Position/Title: Partner Investment Related: Yes Start Date: 08/24/2016 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: WE OWN THIS LLC TO OWN OUR PROPERTIES AND RENT IT TO TRUE NROTH INVESTMENTS (2) Name of Business: True North Wealth Advisors Address: 306 Church St, LaGrange, GA, 30240-2714, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 09/08/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: This is our doing business as name for our investment advisory firm. (3) Name of Business: West Georgia Technical College Foundation Address: 401 Adamson Square, Carrollton, GA, 30117, United States Activity Type: Non profit Position/Title: Officer - Vice President, Board Member Investment Related: No Start Date: 06/30/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Assist President in their duties. Serve an President for meeting in their absence. Sit on committee meetings.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-04-27 |
| S63 | Uniform Securities Agent State Law Examination | 2004-12-21 |
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