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400 Perimeter Center Terrace Ne Ste 850, Atlanta, GA 30346 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2003-07-15 |
Branch Locations
400 Perimeter Center Terrace Ne Ste 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 |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Atlanta | GA | 04/1975 | Present |
| Harmon Financial Advisor | Atlanta | GA | 12/1996 | Present |
| Raymond James Financial Services Advisors, Inc | Atlanta | GA | 01/2009 | Present |
| Forum Mangaement Group Inc. | Atlanta | GA | 12/1974 | Present |
1) FORUM MANAGEMENT GROUP INC. - ATLANTA,GA- REAL ESTATE INDEPENDENT CONTRACTOR. STARTED 12/31/1974. .001 HOURS WEEKLY, 0 DURING TRADING HOURS. NOT INVESTMENT RELATED. 2) HARMON FINANCIAL ADVISOR:INVESTMENT RELATED:12/1996-PRESENT:ATLANTA, GA:PROPRIETER/OWNER:INDEPENDENT RIA:40 HRS/MO:20 HRS DURING TRADING: Name of Business: HARMON FINANCIAL ADVISORS Address: Atlanta, GA, 30346, United States -Activity Type: Independent RIA Position/Title: Partner -Investment Related: Yes -Start Date: 12/01/1996 Hours per month devoted to this business: 21-40 - Hours per month devoted to this business during trading hours: 11-20 Description of duties: NOT REQUIRED AT TIME OF SUBMISSION
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 1980-03-20 |
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