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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-12-04 |
| TX | RA | APPROVED | 2025-12-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 02/2016 | 12/2025 |
| Raymond James Financial Services Advisors, Inc. | Newnan | GA | 12/2025 | Present |
| Raymond James Financial Services, Inc. | Newnan | GA | 12/2025 | Present |
(1) Name of Business: CoWealth Advisors Address: 254 Bullsboro Dr, Newnan, GA, 30263-1292, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 12/02/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: provide financial planning and services for clients
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-02 |
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