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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-02-20 |
Branch Locations
2908 Professional Parkway, Augusta, GA 30907 • United States
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Queensborough National Bank & Trust | Augusta | GA | 12/2022 | 09/2024 |
| Georgia Army National Guard | Elberton | GA | 02/2017 | 02/2023 |
| Augusta University | Augusta | GA | 05/2019 | 12/2023 |
| Rivers And Glen | Augusta | GA | 08/2019 | 08/2021 |
| Putt Putt Fun Center | Augusta | GA | 02/2017 | 05/2017 |
| Five Guys | Augusta | GA | 02/2018 | 05/2018 |
| Chick-Fil-A | Augusta | GA | 11/2016 | 02/2017 |
| Westminster Schools Of Augusta | Augusta | GA | 08/2014 | 05/2018 |
| Raymond James Financial Services Inc. | Augusta | GA | 09/2024 | 02/2026 |
| Raymond James Financial Services Advisors, Inc. | Augusta | GA | 09/2025 | 02/2026 |
| Fehrman Investment Group | Augusta | GA | 09/2024 | Present |
| Concurrent Investment Advisors, Llc | Augusta | GA | 02/2026 | Present |
Fehrman Investment Group; Investment Related: Yes; 2908 Professional Parkway, Augusta, GA 30907, Registered Client Associate; Non Owner; 09/2024; 160 hrs/month; 140 trading hrs/mo; DBA/Support Company under which name advisory services are conducted.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-25 |
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