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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-10-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Moultrie | GA | 06/2025 | Present |
| Mockingbird Strategies, Llc | Moultrie | GA | 05/2025 | 06/2025 |
| Moultrie Bank & Trust | Moultrie | GA | 12/2021 | 05/2025 |
| Planters First Bank | Cordele | GA | 04/2021 | 12/2021 |
| Colony Bank | Albany | GA | 02/2016 | 04/2021 |
| Raymond James Financial Services Advisors, Inc | Moultrie | GA | 10/2025 | Present |
(1)Name of Business: Muddy Farms, LLC Address: 1124 S Main St., Moultrie, GA, 31768, United States Activity Type: Agriculture/Farming Position/Title: Investment Related: Yes Start Date: 12/01/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 2-10 Description of duties: (2)Name of Business: Pentas Wealth Management Address: 27 E Central Ave, Moultrie, GA, 31768-3944, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/15/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor under Pentas Wealth Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-16 |
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