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1475 Peachtree St. Ne Suite 750, Atlanta, GA 30309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-02-12 |
| GA | RA | APPROVED | 2024-02-12 |
| TX | RA | APPROVED | 2024-02-08 |
| VA | RA | APPROVED | 2024-02-08 |
Branch Locations
1475 Peachtree St. Ne Suite 750, Atlanta, GA 30309 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Columbus High School | Columbus | GA | 05/2014 | 05/2017 |
| University Of Georgia | Athens | GA | 05/2017 | 05/2021 |
| Aflac Inc | Columbus | GA | 06/2020 | 08/2020 |
| Raymond James Financial Services, Inc. | Atlanta | GA | 05/2021 | Present |
(1)Name of Business: Address: 25107 Plantation Drive Northeast, Atlanta, GA, 30324, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/01/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I purchased a condo as my primary residence in August of 2022 and recently moved out and into my wife's place and started renting the condo. I am responsible for collecting the rent, paying the mortgage and HOA, handling repairs, and answering tenant questions as necessary (2) Name of Business: CPC Advisors Address: 1475 Peachtree St NE Ste 750, Atlanta, GA, 30309-3992, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/01/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Senior Research Associate
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-09 |
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