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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-02-18 |
| TX | RA | APPROVED | 2026-02-13 |
Branch Locations
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services Inc | Augusta | GA | 08/2020 | 02/2026 |
| University Of Georgia | Athens | GA | 08/2017 | 05/2020 |
| Unemployed | Augusta | GA | 05/2020 | 08/2020 |
| Lpl Financial | Alpharetta | GA | 05/2019 | 06/2019 |
| Westminster Schools Of Augusta | Augusta | GA | 08/2004 | 05/2017 |
| Raymond James Financial Services Advisors | Augusta | GA | 01/2021 | 02/2026 |
| Fehrman Investment Group | Augusta | GA | 09/2014 | 01/2021 |
| Stable Waters Financial | Athens | GA | 01/2019 | 05/2019 |
| Fehrman Investment Group | Augusta | GA | 01/2021 | 09/2021 |
| Fehrman Investment Group | Augusta | GA | 09/2021 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 02/2026 | Present |
| Concurrent Investment Advisors, Llc | Augusta | GA | 02/2026 | Present |
1) Fehrman Investment Group Address: 2908 Professional Pkwy, Augusta, GA, 30907, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 09/18/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: General admin duties/registered principal/financial advisor 2) Fixed Insurance. Investment-related. At registered location. Fixed / Traditional Insurance. Agent. Start date: 02/2025. 1 hrs/month all during trading hours. Sales of fixed / traditional insurance products. 3) Fehrman Farm LLC Address: 4901 Augusta Hwy, Lincolnton, GA, 30817, United States Activity Type: Agriculture/Farming Position/Title: Other Investment Related: No Start Date: 10/01/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am a signer on our family farm accounts. 4) Purshe Kaplan Sterling Investments; Investment Related; 80 State St, Albany, NY 12207; Broker Dealer; Registered Representative; 02/2026;5-10 hrs/mo; 5-10 trading hrs/mo; Broker Dealer in which commissionable business is conducted.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-18 |
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