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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-28 |
| GA | RA | APPROVED | 2023-02-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bleakley Financial Group | Atlanta | GA | 07/2022 | 02/2023 |
| Johnny'S Pizza | Athens | GA | 10/2021 | 07/2022 |
| Hits Tap Room | Braselton | GA | 07/2020 | 07/2022 |
| Southern Steel Specialist | Gainesville | GA | 05/2019 | 08/2021 |
| Marco's Pizza | Flowery Branch | GA | 05/2015 | 05/2021 |
| University Of Georgia | Athens | GA | 08/2019 | 08/2022 |
| Georgia Southern University | Statesboro | GA | 08/2017 | 08/2019 |
| Buford High School | Buford | GA | 08/2013 | 05/2017 |
| Raymond James Financial Services Advisors, Inc | Gainesville | GA | 02/2023 | Present |
| Gainesville High School Lacrosse | Gainesville | FL | 11/2023 | Present |
| Windsor Wealth Planners & Strategists | Gainesville | GA | 02/2023 | Present |
(1)Name of Business: Gainesville High School Lacrosse Address: 830 Century Place, Gainesville, GA, 30501, United States Activity Type: Part-Time Activity/Employment Position/Title: Associate/Employee Investment Related: No Start Date: 11/30/2023 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am a community coach for Gainesville Lacrosse. My role is Defensive Coordinator. \n\nI am responsible for planning, executing, and coaching all things defense. This includes running practices, watching film, and coaching games and other misc activities. (2)Name of Business: Hall County Lacrosse Address: 830 Century Place, Gainesville, GA, 30501, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 05/01/2025 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am trying to start a club and youth lacrosse program that will serve as a feeder program for Gainesville High School. I will be running practices, organizing games, and coaching kids. (3)Name of Business: Windsor Wealth Planners & Strategists Address: 620 Spring St SE, Gainesville, GA, 30501-3742, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 02/13/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-07 |
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