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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-10-16
  • GA RA
    APPROVED
    Since 2025-10-16

Branch Locations

3350 Riverwood Pkwy Se Ste 1500, Atlanta, GA 30339 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Unemployed Atlanta GA 07/2016 10/2016
Guardian Life Ins/ Peachtree Planning Atlanta GA 11/2016 08/2018
Park Avenue Securities Atlanta GA 11/2016 08/2018
Sagepoint Financial, Inc. Marietta GA 08/2018 03/2020
Yeomans Consulting Group, Inc. Marietta GA 08/2018 03/2020
Bluerock Wealth Management, Llc. Atlanta GA 03/2020 12/2021
Hightower Advisors Chicago IL 12/2021 01/2023
Raymond James Financial Services Advisors, Inc. Atlanta GA 12/2024 Present
Unemployed Atlanta GA 02/2023 11/2024
Finoblue, Inc. Atlanta GA 12/2024 Present
  • 07/2016 → 10/2016
    Unemployed
    Atlanta, GA
  • 11/2016 → 08/2018
    Guardian Life Ins/ Peachtree Planning
    Atlanta, GA
  • 11/2016 → 08/2018
    Park Avenue Securities
    Atlanta, GA
  • 08/2018 → 03/2020
    Sagepoint Financial, Inc.
    Marietta, GA
  • 08/2018 → 03/2020
    Yeomans Consulting Group, Inc.
    Marietta, GA
  • 03/2020 → 12/2021
    Bluerock Wealth Management, Llc.
    Atlanta, GA
  • 12/2021 → 01/2023
    Hightower Advisors
    Chicago, IL
  • 12/2024 → Present
    Atlanta, GA
  • 02/2023 → 11/2024
    Unemployed
    Atlanta, GA
  • 12/2024 → Present
    Finoblue, Inc.
    Atlanta, GA
Previous Registrations
  • 2022-10-03 → 2023-01-21
    Chicago, IL
    Alpharetta, GA
  • 2020-05-08 → 2021-12-10
    Bluerock Wealth Management, Llc
    Alpharetta, GA
  • 2019-04-01 → 2020-06-08
    Your Retirement Coach
    Marietta, GA
  • 2017-01-25 → 2018-08-23
    Atlanta, GA
  • 2009-02-18 → 2016-07-19
    Securian Financial Services, Inc.
    Atlanta, GA
  • 2007-09-19 → 2016-07-05
    Joyn Advisors, Inc.
    Atlanta, GA
  • 2007-09-19 → 2011-12-06
    Gv Financial Advisors, Inc.
    Atlanta, GA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-08-16
  • S63 Uniform Securities Agent State Law Examination
    2000-08-16
Designations

View on SEC IAPD

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