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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-02-15 |
| GA | RA | APPROVED | 2016-06-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Gainesville | GA | 05/2016 | Present |
| Raymond James Financial Services Advisors Inc. | Gainesville | GA | 06/2016 | Present |
(1) Name of Business: 620 Spring Street Partners Address: 620 Spring St SE, Gainesville, GA, 30501-3742, United States Activity Type: Real Estate Brokerage/ Agent or Development Position/Title: Investment Related: Yes Start Date: 12/03/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2) Name of Business: CDJ LLC Address: 620 Spring Street, Gainesville, GA, 30501, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 07/20/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: To be the recipient of our income from RJFS (3) Name of Business: North Georgia Community Foundation Address: 615 Oak Street, Suite 1300, Gainesville, GA, 30501, United States Activity Type: Non profit Position/Title: Director Investment Related: Yes Start Date: 12/31/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: I will serve as a board member, non-officer of the board. I am the investment committee chair. I am also on the Community Grant committee and the governance committee. (4) Name of Business: Windsor Wealth Planners & Strategists Address: 620 Spring St SE, Gainesville, GA, 30501, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 07/20/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor, Financial Planner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-06-20 |
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