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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-10-07 |
| TX | RA | APPROVED_RES | 2022-09-22 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 06/2013 | 09/2022 |
| Raymond James Financial Services, Inc. | Newnan | GA | 09/2022 | Present |
| Raymond James Financial Services Advisors, Inc. | Newnan | GA | 09/2022 | Present |
(1)Name of Business: CoWealth Properties LLC Address: 254 Bullsboro Dr, Newnan, GA, 30263-1292, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 11/01/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I will serve as the owner of the property that my branch operates out of. I have formed a holding company that will own the property and will lease the property to my advisory practice. (2) Name of Business: CoWealth Advisors Address: 254 Bullsboro Dr, Newnan, GA, 30263-1292, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: Yes Start Date: 09/22/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: DBA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-07-26 |
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