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11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-10-30 |
| TX | RA | APPROVED_RES | 2025-10-22 |
Branch Locations
3651 Mars Hill Rd Suite 2700, Watkinsville, GA 30677 • United States
11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • 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. | Athens | GA | 02/2013 | 03/2020 |
| Raymond James Financial Services, Inc. | Watkinsville | GA | 03/2020 | 10/2025 |
| Raymond James Financial Services Advisors, Inc. | Watkinsville | GA | 03/2020 | 10/2025 |
| Rae Investment Holdings Llc | Gainesville | FL | 05/2020 | Present |
| Freedom Street Partners | Watkinsville | GA | 03/2020 | 03/2024 |
| Kingswood Capital Advisors | Watkinsville | GA | 10/2025 | Present |
| Kingswood Wealth Advisors | Watkinsville | GA | 10/2025 | Present |
(1)Name of Business: D & R Investment LLP Address: 5575 Riverwalk Ct, Gainesville, GA, 30506, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 01/01/2006 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: negotiation of contracts (2)Name of Business: DC Group Properties LLC Address: 5575 Riverwalk Ct, Gainesville, GA, 30506, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 09/03/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Pay mortgage and utilities manage rent contract (3)Name of Business: Estate oF Mark Smith Address: 5575 Riverwalk Ct , Gainesville, GA, 30507, United States Activity Type: Control Person Position/Title: Other (Acting), Executor (Acting) Investment Related: Yes Start Date: 07/10/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Open estate and execute the terms of the will and then close the estate. (4)Name of Business: RAE Investment Holdings LLC Address: 5575 Riverwalk Ct, Gainesville , GA, 30506, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 05/08/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: holdings company acting as a passthrough entity for income derived from Advisory services at Blueprint Wealth Solutions (5)Name of Business: Simplicity Group Address: 3651 Mars Hill Rd Ste 2700, Watkinsville, GA, 30677-5985, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 03/10/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: providing Life Insurance solutions for client
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 1993-09-28 |
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