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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-12-05 |
| GA | RA | APPROVED | 2022-12-02 |
Branch Locations
2400 Lakeview Parkway Suite 200, Alpharetta, GA 30009 • United States
Cumming, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Marketsource | Alpharetta | GA | 06/2016 | 07/2019 |
| Fiserv | Alpharetta | GA | 07/2019 | 11/2021 |
| Full-Time Parent | Cumming | GA | 12/2021 | 08/2022 |
| Raymond James | Alpharetta | GA | 08/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-16 |
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