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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-06-06 |
| GA | RA | APPROVED | 2016-06-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Gainesville | GA | 05/2016 | Present |
| Raymond James Financial Services Advisors Inc. | Gainesville | GA | 06/2016 | Present |
| D&J Wmg | Gainsville | GA | 05/2016 | Present |
| Jnl Iii, Llc | Gainesville | GA | 01/2022 | Present |
(1 )Name of Business: 620 Spring Street Partners Address: 620 Spring St SE, Gainesville, GA, 30501-3742, United States Activity Type: Business Owner Position/Title: Partner Investment Related: Yes Start Date: 10/31/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: There are four owners of the building. Three are my partners. Our firm and the other owners from pay rent and we get that rent. We use LLC corporations. (2) Name of Business: D&J WMG Address: 620 Spring St SE, Gainesville, GA, 30501, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/05/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Provide financial planning,advisory, and wealth management services (3 )Name of Business: JNL III, LLC Address: 620 Spring Street, Gainesville, GA, 30501, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee Investment Related: No Start Date: 12/31/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: To be the recipient of our income from RJFS (4) Name of Business: Windsor Wealth Address: 620 Spring St SE, Gainesville, GA, 30501-3742, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 12/31/2019 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Make money for group
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 1992-11-25 |
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