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Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2021-08-18
GA RA APPROVED 2021-07-23
  • TN RA
    APPROVED
    Since 2021-08-18
  • GA RA
    APPROVED
    Since 2021-07-23

Branch Locations

710 S. Thornton Avenue, Suite B, Dalton, GA 30720 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
University Of Georgia Athens GA 01/2016 07/2017
Unemployed Cohutta GA 07/2017 10/2017
Brighthouse Financial Charlotte NC 10/2017 08/2018
Bb&T Securities, Llc Chattanooga TN 08/2018 09/2018
Bb&T Securities, Llc Chattanooga TN 09/2018 06/2021
Truist Advisory Services, Inc. Atlanta GA 02/2021 06/2021
Raymond James & Associates, Inc. Dalton GA 06/2021 Present
  • 01/2016 → 07/2017
    University Of Georgia
    Athens, GA
  • 07/2017 → 10/2017
    Unemployed
    Cohutta, GA
  • 10/2017 → 08/2018
    Brighthouse Financial
    Charlotte, NC
  • 08/2018 → 09/2018
    Bb&T Securities, Llc
    Chattanooga, TN
  • 09/2018 → 06/2021
    Bb&T Securities, Llc
    Chattanooga, TN
  • 02/2021 → 06/2021
    Atlanta, GA
  • 06/2021 → Present
    Dalton, GA
Previous Registrations
  • 2021-02-17 → 2021-06-04
    Atlanta, GA
  • 2019-01-31 → 2021-02-17
    Bb&T Securities, Llc
    Charlotte, NC
    Chattanooga, TN
    Duluth, GA
    Murphy, NC
    Blue Ridge, GA
    Copperhill, TN
    Chattanooga, TN
    Richmond, VA
Other Businesses

(1)Name of Business: JZD Wellness LLC Address: 801 E Walnut Ave STE L, Dalton, GA, 30720, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 06/23/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Teaching jiu-jitsu class

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-01-30
S63 Uniform Securities Agent State Law Examination 2018-03-21
  • S66 Uniform Combined State Law Examination
    2019-01-30
  • S63 Uniform Securities Agent State Law Examination
    2018-03-21
Other Names
  • Zachary Theis
  • Zachary Joel Theis

View on SEC IAPD

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