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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2023-03-13 |
Branch Locations
6925 Halcyon Park Drive Suite B, Montgomery, AL 36117 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Montgomery | AL | 04/2022 | Present |
| Jackson Thornton Public Accountants And Consultants | Montgomery | AL | 09/2019 | 05/2022 |
| Auburn University (Full Time Student) | Auburn | AL | 08/2014 | 06/2019 |
| Raymond James Financial Services Advisors, Inc | Montgomery | AL | 03/2023 | Present |
(1)Name of Business: Meridiem Advisory Group LLC formally Gateway Partners LLC Address: 6925-B Halcyon Park Drive, Montgomery, AL, 36117-7099, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 06/01/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Assisting advisor with daily activities (interactions with clients, 401k plan support)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-12 |
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