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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2024-08-05
TX RA APPROVED 2024-08-01
  • GA RA
    APPROVED
    Since 2024-08-05
  • TX RA
    APPROVED
    Since 2024-08-01

Branch Locations

6000 Shakerag Hill Ste 306, Peachtree City, GA 30269 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 01/2013 07/2024
Raymond James Financial Services, Inc. Peachtree City GA 08/2024 Present
Raymond James Financial Services Advisors, Inc. Peachtree City GA 08/2024 Present
Previous Registrations
  • 2013-03-20 → 2024-08-02
    Maryland Heights, MO
    Maryland Heights, MO
    Warner Robins, GA
    Tyrone, GA
Other Businesses

(1) Name of Business: ASPIDA Address: 6000 Shakerag Hl Ste 306, Peachtree City, GA, 30269-6523, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 08/10/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Monitor the index-linked product and discuss the potential 10% withdrawal with client (2) Name of Business: CDK Wealth Management LLC Address: 655 Grecken GRN, Peachtree City, GA, 30269, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 07/31/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner (3) Name of Business: CoWealth Advisors Address: 6000 Shakerag Hl Ste 306, Peachtree City, GA, 30269-6523, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/31/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor, Investment Managemen

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-03-15
  • S66 Uniform Combined State Law Examination
    2013-03-15

View on SEC IAPD

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