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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-09-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Moultrie | GA | 06/2022 | 07/2023 |
| Raymond James Financial Services, Inc. | Moultrie | GA | 07/2023 | Present |
| Valdosta State University | Valdosta | GA | 08/2022 | 05/2023 |
| Valdosta State University | Valdosta | GA | 08/2019 | 05/2023 |
| Chick-Fil-A | Moultrie | GA | 08/2021 | 05/2022 |
| Moultrie Ymca | Moultrie | GA | 08/2018 | 08/2021 |
| Mclean Engineering Company | Moultrie | GA | 08/2020 | 05/2021 |
| Moultrie-Colquitt Cty. Parks And Rec. Authority | Moultrie | GA | 06/2018 | 08/2020 |
| Colquitt County High School | Moultrie | GA | 08/2016 | 05/2019 |
| Raymond James Financial Services Advisors, Inc | Moultrie | GA | 09/2023 | Present |
(1)Name of Business: Pentas Wealth Management Address: 27 E Central Ave, Moultrie, GA, 31768-3944, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 06/01/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 21-40 Description of duties: Serve on the internal investment committee with a focus on mutual fund research.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-15 |
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