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1475 Peachtree St. Ne Suite 750, Atlanta, GA 30309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-11-14 |
| VA | RA | APPROVED | 2022-11-09 |
| TX | RA | APPROVED | 2022-11-08 |
| GA | RA | APPROVED | 2022-11-03 |
Branch Locations
1475 Peachtree St. Ne Suite 750, Atlanta, GA 30309 • United States
3201 S. Cherokee Lane Suite 340, Woodstock, GA 30188-7050 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Investment Services Llc | Atlanta | GA | 07/2016 | 01/2017 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 07/2016 | 01/2017 |
| Star2Star Communications | Atlanta | GA | 06/2014 | 07/2016 |
| Charles Schwab & Co., Inc. | Atlanta | GA | 03/2017 | 08/2021 |
| Charles Schwab Bank Ssb | Atlanta | GA | 02/2017 | 08/2021 |
| Unemployed | Alpharetta | GA | 08/2021 | 03/2022 |
| Raymond James Financial Services, Inc. | Woodstock | GA | 03/2022 | Present |
| Raymond James Financial Services Advisors, Inc. | Woodstock | GA | 03/2022 | 11/2022 |
| Cpc Advisors, Llc | Woostock | GA | 11/2022 | Present |
(1)Name of Business: CPC Advisors LLC Address: 3201 S Cherokee Ln Ste 340, Woodstock, GA, 30188-7050, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 11/01/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Senior Wealth Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-15 |
| S63 | Uniform Securities Agent State Law Examination | 2016-08-07 |
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