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1 West College St Suite 4, Athens, TN 37303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-08-20 |
| AL | RA | APPROVED | 2018-04-09 |
Branch Locations
7 S. Bayview St Suite C, Fairhope, AL 36532 • United States
1 West College St Suite 4, Athens, TN 37303 • United States
761 Middle St, Fairhope, AL 36532 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Fairhope | AL | 12/2010 | 09/2017 |
| Insurance-Non Variable | Fairhope | AL | 07/2007 | Present |
| Raymond James Financial Services Advisors, Inc | Fairhope | AL | 12/2010 | 09/2017 |
| Great Lakes And Atlantic Wealth Management | Charlotte | NC | 09/2017 | 04/2018 |
| Capital Square, Llc | Chattanooga | TN | 04/2018 | Present |
1. Town Square Consulting LLC--Not investment related; Fairhope, AL; Support Company; Sole Member; started 09/2012 (Formerly Martin Consulting Group, LLC0;0 hours monthly; 0 hours during trading hours. 2. Insurance sales/Sole Proprietor--Not investment related; Fairhope, AL; Sole Proprietor; started 10/2005; 10 hours monthly; 0 hours during normal trading hours. 3. Sea Fox Holdings LLC-Not investment related; Fairhope, AL; Set up to purchase commercial real estate; currently has one holdings; sole member; started 02/2018; 0 hours monthly; o hours during trading hours 4. Venner LLC - Not investment related; Sea Fox Holdings 50% owner; set up to purchase commercial real estate; started 2023; 0 hours monthly; 0 hours during trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-09-06 |
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