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Cesar Anibal Garcia Ortiz

Carson Advisory Group

Athens, GA

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Current Employers
Carson Advisory Group

470 Hill St., Athens, GA 30601 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2024-03-27
  • GA RA
    APPROVED
    Since 2024-03-27

Branch Locations

470 Hill St., Athens, GA 30601 • 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
Raymond James Financial Services, Inc. Athens GA 10/2023 12/2023
Carson Advisory Group Athens GA 04/2023 Present
Unemployed Decatur GA 11/2022 07/2023
Unemployed Santo Domingo 01/2022 11/2022
Superintendencia De Bancos De La Republica Domincana Santo Domingo 10/2012 12/2021
Raymond James Financial Services, Inc. Athens GA 12/2023 Present
Raymond James Financial Services Advisors, Inc. Athens GA 03/2024 03/2024
  • 10/2023 → 12/2023
    Raymond James Financial Services, Inc.
    Athens, GA
  • 04/2023 → Present
    Athens, GA
  • 11/2022 → 07/2023
    Unemployed
    Decatur, GA
  • 01/2022 → 11/2022
    Unemployed
    Santo Domingo
  • 10/2012 → 12/2021
    Superintendencia De Bancos De La Republica Domincana
    Santo Domingo
  • 12/2023 → Present
    Raymond James Financial Services, Inc.
    Athens, GA
  • 03/2024 → 03/2024
    Athens, GA
Previous Registrations
Other Businesses

(1) Name of Business: Carson Advisory Group Address: 1916 Mason Mill Rd, Decatur, GA, 30033, United States Activity Type: Support Company - Non-Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/14/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Analyst and Investment Adviser Representative (2) Name of Business: Carson Advisory Group Address: 1916 Mason Mill Rd, Decatur, GA, 30033, United States Activity Type: Independent RIA Position/Title: Advisor, Associate/Employee Investment Related: Yes Start Date: 10/14/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Analyst and Investment Adviser Representative (3) Name of Business: Mishu Music LLC Address: 1916 Mason Mill Rd, Decatur, GA, 30033, United States Activity Type: Part-Time Activity/Employment Position/Title: Independent Contractor, Bookkeeper, Consulting Investment Related: No Start Date: 08/27/2023 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Consultant for Mishu Music LLC, a concert and music festival production company based in Miami, FL. Responsibilities include running analytics on event profits, setting ticket and bar prices to maximize profitability and after event analysis to determine profit/loss.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-05
  • S66 Uniform Combined State Law Examination
    2024-03-05
Designations

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