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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-08-29 |
| FL | RA | APPROVED | 2015-08-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Moultrie | GA | 07/2015 | Present |
| Raymond James Financial Services Advisors Inc. | Moultrie | GA | 08/2015 | Present |
(1)Name of Business: Ellen Payne Odom Genealogy Library Board of Trustees Address: 204 5th Street SE, Moultrie, GA, 31768, United States Activity Type: Non profit Position/Title: Board Member Investment Related: Yes Start Date: 09/09/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Meet 4 times a year to review and approve budget and expenses. (2)Name of Business: Pentas Wealth Management Address: 27 East Central Avenue, Moultrie, GA, 31768, United States Activity Type: Support Company - Non Owner Position/Title: Officer - Vice President Investment Related: No Start Date: 05/13/2016 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Meet with prospects and clients and assist in providing investment advice. (3)Name of Business: Poole, Jay/Gwen Address: 93 Cobblestone BLVD SE, Moultrie, GA, 31788, United States Activity Type: Control Person Position/Title: Power of Attorney (Acting) Investment Related: Yes Start Date: 07/23/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Power of Attorney for my daughter.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-08-25 |
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