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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-02-05 |
| TX | RA | APPROVED | 2021-02-04 |
Branch Locations
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 |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Athens | OH | 05/2009 | 02/2021 |
| Raymond James Financial Services, Inc | Athens | OH | 02/2021 | Present |
| Raymond James Financial Services Advisors, Inc | Athens | OH | 02/2021 | Present |
| Karageorge Financial Group, Llc/Karageorge Wealth Management | Athens | OH | 02/2021 | Present |
(1)Name of Business: Karageorge Enterprises, LLC Address: 1096 E State St, Athens, OH, 45701, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 06/08/2006 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2)Name of Business: Karageorge Financial Group, LLC c/o Karageorge Wealth Managment Address: 1096 E State St, Athens, OH, 45701, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 02/04/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Managing Principal 100% (3)Name of Business: Karageorge Properties, LLC Address: 1096 E State St, Athens, OH, 45701-2121, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/01/2013 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner of commercial real estate building & property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 1993-01-11 |
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