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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-10-17 |
| TX | RA | APPROVED | 2025-10-06 |
Branch Locations
351 Jesse Jewell Pkwy Sw Suite 302, Gainesville, GA 30501 • 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. | Gainesville | GA | 02/2013 | 10/2025 |
| Raymond James Financial Services Advisors, Inc. | Gainesville | GA | 10/2025 | Present |
| Raymond James Financial Services, Inc. | Gainesville | GA | 10/2025 | Present |
(1) Name of Business: Cumulus Capital Advisors Address: 351 Jesse Jewell Pkwy SW Ste 302, Gainesville, GA, 30501-3795, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 10/06/2025 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 41+ Description of duties: Owner of Cumulus Capital Advisors (2) Name of Business: MK Wealth Management LLC Address: 351 Jesse Jewell Pkwy SW Ste 302, Gainesville, GA, 30501-3795, United States Activity Type: Support Company - Owner Position/Title: Officer - Vice President Investment Related: No Start Date: 10/06/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Payroll entity for Cumulus Capital Advisor and InGear Wealth Management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-01-02 |
| S63 | Uniform Securities Agent State Law Examination | 1995-07-27 |
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