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470 Hill St., Athens, GA 30601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-11-23 |
| GA | RA | APPROVED | 2020-11-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Athens | GA | 10/2012 | 10/2020 |
| Raymond James Financial Services Inc. | Athens | GA | 10/2020 | Present |
| Carson Advisory Inc. Dba Carson Advisory Group | Athens | GA | 10/2020 | Present |
| Wells Fargo Clearing Services, Llc | Athens | GA | 11/2016 | 10/2020 |
(1)Name of Business: Carson Advisory Inc- DBA Carson Advisory Group Address: 470 Hill St, Athens, GA, 30601, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/23/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: help client make informed investment decisions (2)Name of Business: Mosseri Address: 320 Hampton Court, Athens, GA, 30605, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 08/21/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am a co- trustee for my parents irrevocable trust.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-21 |
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