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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-11-22 |
| TX | RA | APPROVED | 2023-11-20 |
Branch Locations
6455 East Johns Xing Suite 300, Johns Creek, GA 30097 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Watkinsville | GA | 10/2016 | 03/2020 |
| Raymond James Financial Services, Inc. | Watkinsville | GA | 03/2020 | 11/2023 |
| Raymond James Financial Services Advisors, Inc. | Watkinsville | GA | 03/2020 | 11/2023 |
| Blueprint Wealth Solutions | Watkinsville | GA | 04/2020 | 11/2023 |
| Busy Mimi Llc | Athens | GA | 04/2020 | Present |
| Unemployed | Watkinsville | GA | 07/2016 | 10/2016 |
| Cetera Advisors Llc | St Cloud | MN | 11/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 11/2023 | Present |
1. NAME OF OTHER BUSINESS: RIDGE CAPITAL MANAGEMENT, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 10/2023, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 2. NAME OF OTHER BUSINESS: BUSY MIMI LLC, INVESTMENT RELATED: NO, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: EXPENSE MANAGEMENT, START DATE: 04/2020, POSITION/TITLE/RELATIONSHIP: OWNER, LESS THAN ONE HOUR PER WEEK, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: OWNED PASS-THROUGH ENTITY;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-12 |
| S63 | Uniform Securities Agent State Law Examination | 2011-04-11 |
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