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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 Ste 302, Gainesville, GA 30501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Berthel Fisher & Company Financial Services, Inc. | Flowery Branch | GA | 05/2016 | 02/2017 |
| Bfc Planning, Inc. | Flowery Branch | GA | 05/2016 | 02/2017 |
| Advisory Services Network, Llc | Atlanta | GA | 02/2017 | 03/2020 |
| Raymond James & Associates, Inc | Gainesville | GA | 03/2020 | 10/2025 |
| Raymond James Financial Services Inc. | Gainesville | GA | 10/2025 | Present |
| Raymond James Financial Services Advisors Inc. | Gainesville | GA | 10/2025 | Present |
(1) Name of Business: Address: 5473 Legends Dr, Braselton , GA, 30517, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Advisory Board, Other Investment Related: No Start Date: 09/01/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Helping to decide the season's golf formats, tee gifts for the annual MGA cups, and organizing the MGA kick-off party (2) Name of Business: Martin 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 - 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: Martin Wealth Management is my practice's DBA (3) Name of Business: Royal Knights Charitable Association Address: 4700 Royal Lakes Dr, Flowery Branch, GA, 30542, United States Activity Type: Non profit Position/Title: Officer - Treasurer Investment Related: Yes Start Date: 05/01/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Assisting in planning and running the golf fundraiser, soliciting golfers and sponsors, and tracking income generated and funds disbursed. (4) Name of Business: Triple Pine Hunting Club Address: NA, Homer, GA, 30547, United States Activity Type: Other Position/Title: Other Investment Related: No Start Date: 09/01/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Maintain hunting/camping areas for personal and entertainment use
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-03-16 |
| S66 | Uniform Combined State Law Examination | 2015-12-08 |
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