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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-04-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Roswell | GA | 05/1995 | Present |
| Stonewall Asset Management, Inc. | Roswell | GA | 03/2006 | Present |
| Non-Variable Insurance | Roswell | GA | 04/2006 | 09/2016 |
| Stonewall Asset Management, Inc. | Roswell | GA | 10/2020 | Present |
| Stonewall Asset Management, Inc. | Roswell | GA | 09/2009 | Present |
1) Stonewall Asset Management, Inc. Address: 1401 Bombay Lane, Roswell, GA Nature of the Business: Independent RIA Position/Title: Advisor, Officer - President, Owner/Proprietor Investment Related: Yes Start Date: 10/19/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Manage assets for clients along with my co-owner Heidi Mulling. Perform Financial Planning issues with clients with my co-owner Heidi Mulling. Compliance duties to remain compliant with State regs as the Chief Compliance Officer .Branch Manager RJFS 67
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 1981-08-27 |
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