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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-05-12 |
| GA | RA | APPROVED | 2009-10-22 |
Branch Locations
400 Perimeter Center Terrace Suite 850, Atlanta, GA 30346 • United States
400 Perimeter Center Terrace Ne Ste 850, Atlanta, GA 30346 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2003-07-18 |
Branch Locations
400 Perimeter Center Terrace Ne Ste 850, Atlanta, GA 30346 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Altanta | GA | 12/1989 | Present |
| Raymond James Finanical Services Advisors, Inc | Atlanta | GA | 10/2009 | Present |
| Harmon Financial Advisors | Atlanta | GA | 04/2007 | Present |
(1)Name of Business: Harmon Business Group, LLC dba Twisted Cycle West Cobb Address: 235 Unity Dr NW, Marietta, GA, 30064, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 02/01/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: The business is a boutique gym. My partner is my son. He is the active partner, I am the silent partner. He is a certified trainer and he runs the business. I have been working out at the gym since 2022. I continue to work out at the gym, but I have no duties or responsibilities. (2) HARMON FINANCIAL ADVISORS, Inc Address: 400 Perimeter Ctr Ter NE Ste 850, Atlanta, GA, 30346, United States Activity Type: Independent RIA Position/Title: Officer - Vice President, Partner Investment Related: Yes Start Date: 04/20/2007 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 2-10 Description of duties: COMPLIANCE OVERSIGHT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-11 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-21 |
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