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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2017-08-23 |
Branch Locations
400 Perimeter Center Terrace Suite 850, Atlanta, GA 30346 • United States
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 |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Atlanta | GA | 08/2014 | 05/2017 |
| Raymond James Financial Services, Inc. | Atlanta | GA | 07/2017 | Present |
| Raymond James Financial Services Advisors Inc. | Atlanta | GA | 08/2017 | Present |
(1)Name of Business: BODi Address: 1160 Rumney Way, Alpharetta, GA, 30004, United States Activity Type: Other Position/Title: Coach Investment Related: No Start Date: 09/23/2024 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Coaching people through their fitness and health journey's using accountability groups on the BODi platform. I will be promoting the fitness programs, the nutrition plans & the mindset programs available on the platform via social media while I continue to be the healthiest version of myself. (2)Name of Business: Harmon Financial Advisors Address: 400 Perimeter Ctr Ter NE Ste 850, Atlanta, GA, 30346, United States Activity Type: Independent RIA Position/Title: Associate/Employee Investment Related: Yes Start Date: 10/13/2017 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Lead Advisor; Support (3)Name of Business: Harmon Financial Advisors Address: 400 Perimeter Center Ter NE, Atlanta, GA, 30346-1299, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 06/01/2017 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Relationship manager/lead advisor. I am the client point of contact regarding any financial question. (4)Name of Business: Health is Wealth 360 Address: 1160 Rumney Way, Alpharetta, GA, 30004, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 03/29/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Health coach/accountability partner for busy moms helping them make time for themselves in order to live a happy, healthy and fulfilling life. I will be offering 1:1 coaching services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-09 |
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