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1475 Peachtree St. Ne Suite 750, Atlanta, GA 30309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-07-02 |
| TX | RA | APPROVED | 2026-07-01 |
Branch Locations
1475 Peachtree St. Ne Suite 750, Atlanta, GA 30309 • United States
Rocky Face, GA • United States
200 W Emery Street Suite 1, Dalton, GA 30720 • United States
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-04 |
| GA | RA | APPROVED | 2016-01-25 |
Branch Locations
200 West Emery Street Suite 1, Dalton, GA 30722 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | St. Petersburg | FL | 01/2016 | Present |
| Raymond James Financial Services Advisors Inc. | Dalton | GA | 01/2016 | Present |
| Irm Investments, Llc | Dalton | GA | 08/2005 | Present |
| Barker Petway Investment & Retirement Management | Dalton | GA | 01/2016 | 06/2026 |
| Cpc Advisors, Llc | Dalton | GA | 06/2026 | Present |
(1) Name of Business: First Baptist Church of Dalton, GA Inc. Address: 311 N Thornton Avenue, Dalton, GA, 30720, United States Activity Type: Religious Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 12/31/2016 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Monthly review of revenues and disbursements as well as recommendations for any necessary changes. (2) Name of Business: GPB, LLC Address: 200 Emery West, Dalton, GA, 30720, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 07/31/2005 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Investor in building which houses our office. (3) Name of Business: IRM Investments, LLC Address: 200 W Emery St Ste 1, Dalton, GA, 30720, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 07/31/2005 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Paying rent and expenses.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-09-08 |
| S63 | Uniform Securities Agent State Law Examination | 1983-05-25 |
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