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1475 Peachtree St. Ne Suite 750, Atlanta, GA 30309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-09-20 |
| TX | RA | APPROVED_RES | 2024-09-19 |
| VA | RA | APPROVED | 2024-09-19 |
| FL | RA | APPROVED | 2022-08-25 |
Branch Locations
12610 Race Track Road Suite 275B, Tampa, FL 33626 • United States
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 |
|---|---|---|---|---|
| Edward Jones | Tampa | FL | 01/2017 | 10/2018 |
| Bank Of America | Tampa | FL | 06/2014 | 01/2017 |
| Raymond James Financial Services, Inc. | St Petersburg | FL | 11/2018 | 12/2019 |
| Raymond James Financial Services Advisors, Inc | St Petersburg | FL | 11/2018 | 12/2019 |
| Raymond James & Associates | St. Petersburg | FL | 01/2020 | 07/2021 |
| Raymond James Financial Services, Inc. | St. Petersburg | FL | 07/2021 | Present |
(1)Name of Business: CPC Holding Company, LLC Address: 111 2nd Ave NE Ste 1250, Saint Petersburg, FL, 33701-3421, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 10/01/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: VP, Operations
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-11 |
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