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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-02-04 |
| GA | RA | APPROVED | 2017-04-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beckett And Associates | Winder | GA | 08/2016 | 10/2018 |
| Raymond James Financial Services, Inc. | Winder | GA | 03/2016 | Present |
| Raymond James Financial Services Advisors Inc. | Winder | GA | 04/2017 | Present |
(1)Name of Business: Beckett & Associates Investment Services, Inc. Address: 58 W Candler St, Winder, GA, 30680, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/01/2015 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (2)Name of Business: The Tree House, Inc. Address: 173 Highland Dr., Winder, GA, 30680, United States Activity Type: Non profit Position/Title: Board Member Investment Related: No Start Date: 12/19/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Being present for board meetings and supporting the mission of the Tree House.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-21 |
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