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1475 Peachtree St. Ne Suite 750, Atlanta, GA 30309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-19 |
| VA | RA | APPROVED | 2024-09-19 |
| GA | RA | APPROVED | 2008-06-24 |
Branch Locations
1475 Peachtree St. Ne Suite 750, Atlanta, GA 30309 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Atlanta | GA | 05/2008 | Present |
| Cpc Advisors, Llc | Atlanta | GA | 05/2008 | Present |
| Raymond James Financial Services Advisors Inc. | Atlanta | GA | 04/2019 | 10/2021 |
(1)Name of Business: CPC Advisors, LLC Address: 1475 Peachtree St NE, Atlanta, GA, 30309, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 08/01/2010 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Sell life insurance policy (2)Name of Business: CPC Holding Company, LLC Address: 1475 Peachtree St NE Ste 750, Atlanta, GA, 30309-3992, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor, Officer - Secretary Investment Related: No Start Date: 10/01/2025 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: EVP (3)Name of Business: Georgia Campaign for Adolescent Power & Potential (GCAPP) Address: 1849 The Exchange St SE, Ste 200, Atlanta, NM, 30339, United States Activity Type: Non profit Position/Title: Board Member Investment Related: Yes Start Date: 01/01/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Board member serving on Finance Committee (4)Name of Business: GV Advisors LLC Address: 94 Kirkwood Rd NE, Atlanta, GA, 30317, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee Investment Related: No Start Date: 12/03/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: S Corp owns shares of CPC Advisors (5)Name of Business: NA Address: 94 Kirkwood Rd NE, Atlanta, GA, 30317, United States Activity Type: Accounting/CPA Position/Title: Independent Contractor Investment Related: No Start Date: 02/01/2008 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Provide accounting and tax services on a contract or hourly basis
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-08-23 |
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