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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-06-24 |
| GA | RA | APPROVED | 2015-06-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Gainesville | GA | 05/2015 | Present |
| Raymond James Financial Services Advisors Inc. | Gainesville | GA | 06/2015 | Present |
| Stribling-Whalen Financial Group | Gainesville | GA | 05/2015 | 12/2020 |
(1)Name of Business: Grace Episcopal Church Address: 422 Brenau AVE, Gainesville, GA, 30501, United States Activity Type: Religious Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 11/25/2015 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: To serve on committee and help guide the assets of the church (2)Name of Business: Springstreet Partners Address: 620 Spring St., Gainesville, GA, 30501, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 01/01/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (3)Name of Business: Stribling~Whalen Financial Group 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: 01/01/2024 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Serve as financial advisor
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-03-03 |
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