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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-07-01 |
| TX | RA | APPROVED | 2026-06-26 |
Branch Locations
6 Concourse Parkway Suite 2175, Atlanta, GA 30328 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Watermark Asset Management | San Ramon | CA | 04/2016 | 05/2018 |
| Truewealth Management | Atlanta | GA | 07/2018 | 05/2020 |
| Bluerock Wealth Management, Llc | Alpharetta | GA | 06/2020 | 09/2020 |
| Raymond James & Associates, Inc | Atlanta | GA | 11/2020 | 06/2026 |
| Raymond James Financial Services, Inc. | Atlanta | GA | 06/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Atlanta | GA | 06/2026 | Present |
| Bespoke Capital | Atlanta | GA | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-03-11 |
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