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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2015-04-27 |
Branch Locations
37 West Fairmont Avenue Suite 209, Savannah, GA 31406 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Savannah | GA | 04/2015 | Present |
| Raymond James Financial Services Advisors Inc. | Savannah | GA | 04/2015 | Present |
| Coastal Georgia Financial Services, Llc | Savannah | GA | 04/2015 | Present |
(1)Name of Business: Coastal Georgia Financial Services, LLC Address: 37 W Fairmont Ave Ste 209, Savannah, GA, 31406, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 04/20/2015 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Managing investments for my clients that are still working and for those that are in retirement. Providing comprehensive financial planning for existing clients.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-10-11 |
| S65 | Uniform Investment Adviser Law Examination | 1995-09-22 |
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