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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-10-07 |
| TX | RA | APPROVED | 2025-10-06 |
Branch Locations
351 Jesse Jewell Pkwy Sw Suite 302, Gainesville, GA 30501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Atlanta | GA | 09/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Atlanta | GA | 11/2016 | 06/2020 |
| Raymond James & Associates, Inc. | Gainesville | GA | 06/2020 | 10/2025 |
| Raymond James Financial Services Advisors, Inc. | Gainesville | GA | 10/2025 | Present |
| Raymond James Financial Services, Inc. | Gainesville | GA | 10/2025 | Present |
(1)Name of Business: Guardian Wealth Management, LLC Address: 351 Jesse Jewell Pkwy SW Ste 302, Gainesville, GA, 30501-3795, United States Activity Type: Support Company - Owner Position/Title: Officer - Vice President Investment Related: No Start Date: 10/06/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is our holding company for office expense/rent management (2)Name of Business: InGear Wealth Management INC Address: 351 Jesse Jewell Pkwy SW Ste 302, Gainesville, GA, 30501-3795, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 10/06/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Manage my independent financial advisement practice. (3)Name of Business: MK Wealth Management LLC Address: 351 Jesse Jewell Pkwy SW Ste 302, Gainesville, GA, 30501-3795, United States Activity Type: Support Company - Owner Position/Title: Officer - Vice President Investment Related: No Start Date: 10/06/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Payroll entity for InGear Wealth Management, INC and Cumulus Capital Advisors, LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-04-12 |
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