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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2022-01-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Longview Financial Advisors, Inc. | Huntsville | AL | 08/2019 | 01/2022 |
| Regions | Anniston | AL | 08/2018 | 08/2019 |
| Walmart | Jacksonville | AL | 06/2014 | 11/2019 |
| Bb&T | Anniston | AL | 02/2018 | 08/2018 |
| School | Jacksonville | AL | 08/2011 | 12/2017 |
| Raymond James Financial Services, Inc | Oxford | AL | 01/2022 | Present |
| Jonathan Jones (Independent Contractor) | Anniston | AL | 01/2021 | Present |
| Raymond James Financial Services Advisors, Inc | Oxford | AL | 01/2022 | Present |
(1) Name of Business: Born Again Properties, LLC Address: 267 Alexandra Dr, Oxford, AL, 36203, United States Activity Type: Real Estate Brokerage/ Agent or Development Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/16/2024 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner/Member of the LLC (2) Name of Business: JTJ Investments LLC Address: 704 Hale St, Oxford, AL, 36203-1720, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 10/13/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Owner / Sole Member (3) Name of Business: Wealth and Retirement Services, Inc. Address: 501 Quintard Ave Ste 17, Anniston, AL, 36201-5700, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 01/01/2022 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: I currently work as an independent financial advisor with branch 7JB and operate under a DBA, which is Wealth & Retirement Services, Inc. I also work alongside the other advisors in this branch, who are also operating under the same DBA. For the clients we serve, we offer investment advisory and financial planning services.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-01-27 |
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