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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-08-05 |
| TX | RA | APPROVED | 2024-08-01 |
Branch Locations
6000 Shakerag Hill Ste 306, Peachtree City, GA 30269 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-03-15 |
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