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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2019-05-02 |
| TX | RA | APPROVED_RES | 2019-04-17 |
Branch Locations
3560 Lenox Road Ne Suite 1100, Atlanta, GA 30326 • 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, Inc. | Atlanta | GA | 02/2013 | 04/2019 |
| Janney Montgomery Scott Llc | Atlanta | GA | 04/2019 | Present |
1. Schultz Properties LLC; holds real estate; 683 Norfleet Rd. Atlanta, GA 30305; Start date: 10/12/2020; Owner; 0.10hrs/month; not investment related. 2. ACG fast 40 Committee, Atlanta, GA; middle market business non-profit. Committee Member (03/2025) - meet and help nominate company owners to the GA Fast 40 list. Not investment related, not compensated, 4 hours/month. 3. Piedmont Hospital Foundation Board, Atlanta, GA. Committee Member (05/2026) - create awareness to generate donations for the hospital. Not investment related, not compensated, 1 hour/month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 1993-04-20 |
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