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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-08-18 |
| TX | RA | APPROVED | 2026-08-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 1St Global Capital Corp. | Lawrenceville | GA | 05/2012 | 10/2019 |
| 1St Global Advisors Inc. | Lawrenceville | GA | 05/2012 | 10/2019 |
| Gwinnett Financial Services, Inc Dba Gfs Advisory | Braselton | GA | 09/2025 | Present |
| Avantax Insurance Services, Inc. | Braselton | GA | 02/2013 | 04/2021 |
| Avantax Investment Services, Inc. | Braselton | GA | 10/2019 | 04/2021 |
| Avantax Advisory Services | Braselton | GA | 10/2019 | 04/2021 |
| Commonwealth Financial Network | Waltham | MA | 04/2021 | 08/2026 |
| Raymond James Financial Services, Inc. | Braselton | GA | 08/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Braselton | GA | 08/2026 | Present |
Paige Rossi CPA, LLC; not investment related; Braselton, GA; CPA Accounting firm; Independent Contractor; Started 01/2026; 2-10hrs/month; 2-10hrs/month during trading hours; Consulting with CPA firm on complicated estate tax planning and other tax strategies.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-07-20 |
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