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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-03-14 |
| TX | RA | APPROVED_RES | 2025-03-14 |
Branch Locations
3414 Peachtree Rd Ne Suite 550, 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 |
|---|---|---|---|---|
| Pnc Investments | Woodstock | GA | 03/2015 | 01/2017 |
| Wells Fargo Clearing Services, Llc | Atlanta | GA | 01/2017 | Present |
| Raymond James & Associates, Inc | Atlanta | GA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-02-03 |
| S66 | Uniform Combined State Law Examination | 2010-06-11 |
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