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1475 Peachtree St. Ne Suite 750, Atlanta, GA 30309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-12-26 |
| FL | RA | APPROVED | 2024-01-18 |
| TX | RA | APPROVED | 2024-01-16 |
| VA | RA | APPROVED | 2024-01-16 |
Branch Locations
12610 Race Track Road Suite 275B, Tampa, FL 33626 • United States
1475 Peachtree St. Ne Suite 750, Atlanta, GA 30309 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | St. Petersburg | FL | 06/2022 | Present |
| Consolidated Planning Corporation Dba Cpc Advisors Address | St. Petersburg | FL | 09/2021 | 10/2025 |
| Raymond James Financial | St. Petersburg | FL | 09/2019 | 09/2021 |
| Eckerd College | St. Petersburg | FL | 02/2019 | 09/2019 |
| Raymond James Financial Services, Inc. | St. Petersburg | FL | 07/2016 | 02/2019 |
| Cpc Advisors, Llc | Tampa | FL | 10/2025 | Present |
(1) Name of Business: CPC Advisors, LLC Address: 12610 Race Track Rd Ste 275B, Tampa, FL, 33626-1300, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 09/30/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Wealth Advisor\nRelationship Manager\nAnnuity & Insurance Specialist\nFinancial Planner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-01 |
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