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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-10-19 |
Branch Locations
1 Bradley Park Court Suite C, Columbus, GA 31904 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Total System Services | Columbus | GA | 08/2018 | 04/2023 |
| Aflac | Columbus | GA | 12/2009 | 05/2018 |
| Unemployed | Columbus | GA | 05/2018 | 08/2018 |
| Raymond James Financial Services, Inc | Columbus | GA | 04/2023 | Present |
| Southeast Private Wealth | Columbus | GA | 04/2023 | Present |
| Raymond James Financial Services Advisors, Inc. | Columbus | GA | 10/2023 | Present |
(1)Name of Business: Address: 3926 Winkfield Pl, Columbus, GA, 31909, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 05/01/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2)Name of Business: Southeast Private Wealth Address: 1 Bradley Park Ct Ste C, Columbus, GA, 31904-9208, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/06/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Associate Financial Planner - assist other FAs with client meetings, prep, trades, general support.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-07 |
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