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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-04-03 |
| TX | RA | APPROVED_RES | 2023-04-03 |
Branch Locations
292 Oakland Pkwy Ste A, Leesburg, GA 31763-5854 • 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 & Associates | Albany | GA | 10/2015 | 03/2023 |
| The Canterbury Kitchen | Americus | GA | 05/2021 | 01/2024 |
| Raymond James Financial Services, Inc. | Leesberg | GA | 03/2023 | Present |
| Raymond James Financial Services Advisors, Inc. | Leesberg | GA | 03/2023 | Present |
(1)Name of Business: Estate of Joe Adair Address: 192 Oakland Pkwy Ste A, Leesburg, GA, 31763-7200, United States Activity Type: Control Person Position/Title: Personal representative (Acting) Investment Related: Yes Start Date: 10/14/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: distribute funds from father's estate (2)Name of Business: Tennyson Phillips Wealth Management Address: 192 Oakland Pkwy Ste A, Leesburg, GA, 31763, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/31/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: operations (3)Name of Business: The Canterbury Kitchen Address: 111 S Jackson St, Americus, GA, 31709, United States Activity Type: Part-Time Activity/Employment Position/Title: Other Investment Related: No Start Date: 10/10/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: catering/bartending
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-20 |
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