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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-07-01 |
| TX | RA | APPROVED_RES | 2026-06-26 |
Branch Locations
6 Concourse Pkwy Suite 2175, Atlanta, GA 30328 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Atlanta | GA | 05/2013 | 06/2026 |
| The Lovett School | Atlanta | GA | 09/2014 | 02/2020 |
| Raymond James Financial Services Advisors, Inc. | Atlanta | GA | 06/2026 | Present |
| Raymond James Financial Services, Inc. | Atlanta | GA | 06/2026 | Present |
(1)Name of Business: Enduring Hearts Address: 6 Concourse Parkway Ste 2175, Atlanta, GA, 30328-5353, United States Activity Type: Non profit Position/Title: Board Member Investment Related: Yes Start Date: 03/31/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Overview of the finance committee, cashflow needs, IPS implementation. (2)Name of Business: Old Fashioned Discipline LLC Address: 6 Concourse parkway ste 2175, Atlanta, GA, 30328-5353, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee Investment Related: No Start Date: 06/25/2026 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Founder- I provide services to Bespoke Capital LLC, where this entity is an owner in that partnership.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-08-08 |
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