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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 |
| TX | RA | APPROVED_RES | 2025-09-10 |
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 |
| True North Investments | Lagrange | GA | 08/2016 | 09/2025 |
| Raymond James Financial Services, Inc. | Lagrange | GA | 09/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Lagrange | GA | 09/2025 | Present |
| True North Wealth Advisors | Lagrange | GA | 09/2025 | Present |
1) Name of Business: TNI Realty, LLC Address: 306 Church St, LaGrange, GA, 30240-2714, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 12/20/2019 Hours per month devoted to this business: 0-1 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 to True North Investments DBA True North Wealth Advisors (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: Officer - President Investment Related: No Start Date: 09/09/2025 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: I own and operate True North Investment Management, LLC DBA True North Wealth Advisors
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-03-01 |
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