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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-12-09 |
| GA | RA | APPROVED | 2019-01-15 |
Branch Locations
5555 Triangle Parkway Suite 140, Peachtree Corners, GA 30092 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services,Inc | Sandy Springs | GA | 08/2018 | 09/2018 |
| The Coca-Cola Company | Atlanta | GA | 12/2001 | 03/2018 |
| Raymond James Financial Services,Inc | Sandy Springs | GA | 09/2018 | Present |
| Unemployed | Sandy Springs | GA | 03/2018 | 08/2018 |
| Raymond James Financial Services Advisors, Inc | Sandy Springs | GA | 01/2019 | Present |
(1)Name of Business: Insight Wealth Advisors Address: 4725 Peachtree Corners Cir, Ste 380, Peachtree Corners, GA, 30092, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 11/01/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-17 |
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