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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-08-05 |
| TX | RA | APPROVED | 2024-08-01 |
Branch Locations
6000 Shakerag Hill Ste 306, Peachtree City, GA 30269 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 08/2019 | 07/2024 |
| James M Pleasants Company | Peachtree Corners | GA | 05/2015 | 08/2019 |
| Raymond James Financial Services, Inc. | Peachtree City | GA | 08/2024 | Present |
| Raymond James Financial Services Advisors, Inc. | Peachtree City | GA | 08/2024 | Present |
(1)Name of Business: 1519 Wealth Management LLC Address: 6000 Shakerag Hl Ste 306, Peachtree City, GA, 30269-6523, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 08/01/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor, Wealth Management, Owner, Operator (2)Name of Business: CoWealth Advisors Address: 6000 Shakerag Hl Ste 306, Peachtree City, GA, 30269-6523, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor, Associate/Employee Investment Related: No Start Date: 08/01/2024 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-12 |
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