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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2021-06-21 |
Branch Locations
3414 Peachtree Rd Ne Suite 550, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 04/2018 | 06/2021 |
| Playworld Preferred | Huntersville | NC | 11/2015 | 03/2018 |
| Bank Of America, N.A. | Atlanta | GA | 06/2018 | 06/2021 |
| Raymond James & Associates, Inc. | Fayetteville | GA | 06/2021 | 05/2022 |
| Raymond James & Associates, Inc. | Atlanta | GA | 05/2022 | Present |
(1)Name of Business: Highland Rivers Address: 1503 N. Tibbs Rd, Dalton, GA, 30721, United States Activity Type: Non profit Position/Title: Officer - Treasurer, Board Member Investment Related: Yes Start Date: 07/01/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Similar to my last role with Cobb Community services board, the two organizations merged into one larger. Board will advise on new projects to help those with mental illness and substance abuse issues.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-20 |
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