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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-02-19 |
| TX | RA | APPROVED | 2024-02-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 01/2015 | 02/2024 |
| Enon Baptist Church | Lula | GA | 08/2015 | 07/2018 |
| Raymond James Financial Services, Inc. | Gainesville | GA | 02/2024 | Present |
| Raymond James Financial Services Advisors, Inc. | Gainesville | GA | 02/2024 | Present |
(1)Name of Business: Windsor Wealth Planners & Strategists Address: 620 Spring St SE, Gainesville, GA, 30501-3742, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 02/16/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-20 |
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