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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-07-28
GA RA APPROVED 2023-02-15
  • TX RA
    APPROVED_RES
    Since 2026-07-28
  • GA RA
    APPROVED
    Since 2023-02-15

Branch Locations

620 Spring St Se, Gainesville, GA 30501 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 07/2022 → 02/2023
    Bleakley Financial Group
    Atlanta, GA
  • 10/2021 → 07/2022
    Johnny'S Pizza
    Athens, GA
  • 07/2020 → 07/2022
    Hits Tap Room
    Braselton, GA
  • 05/2019 → 08/2021
    Southern Steel Specialist
    Gainesville, GA
  • 05/2015 → 05/2021
    Marco's Pizza
    Flowery Branch, GA
  • 08/2019 → 08/2022
    University Of Georgia
    Athens, GA
  • 08/2017 → 08/2019
    Georgia Southern University
    Statesboro, GA
  • 08/2013 → 05/2017
    Buford High School
    Buford, GA
  • 02/2023 → Present
    Gainesville, GA
  • 11/2023 → Present
    Gainesville High School Lacrosse
    Gainesville, FL
  • 02/2023 → Present
    Windsor Wealth Planners & Strategists
    Gainesville, GA
Previous Registrations
Other Businesses

(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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-10-07
  • S65 Uniform Investment Adviser Law Examination
    2022-10-07

View on SEC IAPD

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