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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-08-18 |
| TX | RA | APPROVED | 2026-08-17 |
Branch Locations
1247 Tuscany Dr Ste A, Braselton, GA 30005 • United States
190 Bluegrass Valley Parkway, Alpharetta, GA 30005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tillman, Bailey, Samples & Associates Llp | Gainesville | GA | 10/2012 | 07/2018 |
| 1St Global Capital Corp. | Dallas | TX | 07/2018 | 10/2019 |
| 1St Global Advisors Inc. | Dallas | TX | 07/2018 | 10/2019 |
| Avantax Insurance Services | Braselton | GA | 12/2018 | 04/2021 |
| Avantax Advisory Services | Braselton | GA | 10/2019 | 04/2021 |
| Avantax Investment Services, Inc | Braselton | GA | 10/2019 | 04/2021 |
| Commonwealth Financial Network | Waltham | MA | 04/2021 | 08/2026 |
| Raymond James Financial Services, Inc | Braselton | GA | 08/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Braselton | GA | 08/2026 | Present |
1. Fixed insurance sales, as of 4/05/2021; 5% of time spent during business hours; Conducted at branch location; Investment related. 2. Tax Preparation, Paige Rossi, LLC; as of 04/05/2021; 2-10 hours per month spent during business hours; Conducted at branch; Not investment related. 3. Bookkeeping & Payroll Services, Allsouth Title & Abstracts, LLC; Located at 270 Constitution Blvd, Lawrenceville, GA 30046, as of 8/01/2016; 0-1 hours per month spent during business hours; Not conducted at branch; Not investment related. 4. Owner, Paige Rossi, LLC; tax preparation services; as of 1/01/2025; 5% of time spent during business hours; Conducted at branch location; Not investment related. 5. Co-owner, Gwinnett Financial Services, Inc; a private entity established to facilitate securities, advisory, and insurance business; as of 9/01/2025; 2-10 hours per month spent during business hours; Conducted at branch; Investment related. 6. Property Manager, Lakeview Lodge, LLC; managing rental property; Located at 229 Lake View Ct, Lavonia, GA 30553, as of 12/01/2025; 0-1 hours per month spent during business hours; Not conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-06 |
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