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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-07-01 |
Branch Locations
6 Concourse Parkway Suite 2175, Atlanta, GA 30328 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Angel Oak Capital Advisors, Llc | Atlanta | GA | 06/2023 | 11/2025 |
| Foreside Fund Services, Llc | Atlanta | GA | 08/2023 | 11/2025 |
| Homebridge Financial Services | Kennesaw | GA | 05/2022 | 08/2022 |
| The Home Depot | Marietta | GA | 05/2021 | 08/2021 |
| Moxie Burger | Marietta | GA | 04/2019 | 08/2019 |
| J Christophers | Marietta | GA | 07/2017 | 04/2019 |
| University Of Georgia | Atlanta | GA | 08/2019 | 06/2023 |
| Unemployed | Marietta | GA | 08/2019 | 05/2021 |
| Unemployed | Marietta | GA | 07/2013 | 07/2017 |
| Raymond James & Associates, Inc. | Atlanta | GA | 11/2025 | 06/2026 |
| Bespoke Capital | Atlanta | GA | 06/2026 | Present |
| Raymond James Financial Services, Inc. | Atlanta | GA | 06/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Atlanta | GA | 06/2026 | Present |
| Foreside Fund Services, Llc | Portland | ME | 07/2023 | 08/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 2023-11-06 |
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