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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-10-16 |
Branch Locations
3350 Riverwood Pkwy Se Ste 1500, Atlanta, GA 30339 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-08-16 |
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