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1475 Peachtree St. Ne Suite 750, Atlanta, GA 30309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-22 |
| GA | RA | APPROVED | 2025-04-21 |
| TX | RA | APPROVED | 2025-04-20 |
| VA | RA | APPROVED | 2025-04-20 |
Branch Locations
200 W Emery Street Suite 1, Dalton, GA 30720 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameris Bank Wealth Management | Atlanta | GA | 01/2015 | 07/2021 |
| Curi Capital | Raleigh | NC | 02/2021 | 04/2024 |
| Curi Rmb Capital Llc | Lawrenceville | GA | 02/2024 | 08/2024 |
| Unemployed | Atlanta | GA | 04/2024 | 12/2024 |
| Raymond James Financial Services, Inc. | Dalton | GA | 12/2024 | Present |
| Cpc Advisors, Llc | Dalton | GA | 10/2025 | Present |
(1)Name of Business: CPC Advisors, LLC Address: 1475 Peachtree St NE Ste 750, Atlanta, GA, 30309-3992, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 11/18/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Wealth Advisors, Financial Planner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-04 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-23 |
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