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470 Hill St., Athens, GA 30601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-04-13 |
| GA | RA | APPROVED | 2005-03-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Athens | GA | 06/1995 | Present |
| Chester Wealth Management, Inc | Watkinsville | GA | 01/2003 | 10/2022 |
| Carson Advisory Group | Athens | GA | 01/2006 | Present |
(1)Name of Business: Address: 1180 Summit Oaks Dr, Watkinsville, GA, 30677, United States Activity Type: Rental Real Estate Position/Title: Partner, Owner/Proprietor Investment Related: Yes Start Date: 04/02/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Management of long-term rental property. (2)Name of Business: Carson Advisory Group Address: 470 Hill Street, Athens, GA, 30601, United States Activity Type: Support Company - Owner Position/Title: Officer - Vice President Investment Related: No Start Date: 12/31/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Client management, business development. (3)Name of Business: Cloud 9 Big Canoe LLC Address: 1180 Summit Oaks Dr, Watkinsville, GA, 30677, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 08/21/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Management of a short-term vacation rental property owned with my spouse, her sister and her sister's husband. (4)Name of Business: Millard Ventures, LLC Address: 1180 Summit Oaks Dr, Watkinsville, GA, 30677, United States Activity Type: Rental Real Estate Position/Title: Partner, Owner/Proprietor Investment Related: Yes Start Date: 02/13/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Management of short-term rental property. (5)Name of Business: OIB Dawgs LLC Address: 1180 Summit Oaks Dr, Watkinsville, GA, 30677, United States Activity Type: Rental Real Estate Position/Title: Partner, Borrower Investment Related: Yes Start Date: 05/22/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Managing member of family LLC that owns one vacation rental property. (6)Name of Business: OIB Dawgs, LLC Address: 1180 Summit Oaks Dr, Watkinsville, GA, 30677, United States Activity Type: Rental Real Estate Position/Title: Partner, Owner/Proprietor Investment Related: Yes Start Date: 02/02/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Management of a short-term vacation rental property.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-03-22 |
| S63 | Uniform Securities Agent State Law Examination | 1995-12-27 |
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