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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2015-09-21 |
| GA | RA | APPROVED | 2012-07-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Marietta | GA | 07/2012 | Present |
| Raymond James Financial Services Advisors Inc. | Marietta | GA | 07/2012 | Present |
| Kellogg Investment Group | Marietta | GA | 08/2012 | Present |
(1)Name of Business: Georgia Senior Golfers Association Address: 718 Walnut Drive SW, Marietta, GA, 30064, United States Activity Type: Non profit Position/Title: Advisory Board, Finance/Investment Committee Member Investment Related: Yes Start Date: 10/02/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Annual meeting to review the financials of the organization and plan for the next year. Periodic meetings to approve new members and to discuss tournament schedules and trips. Usually meetings are by Zoom or phone call. (2)Name of Business: Kellogg Investment Group Address: 550 Kennesaw Ave NW Ste 800, Marietta, GA, 30060, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 08/01/2012 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: President (3)Name of Business: Kellogg Investment Group Address: 550 Kennesaw Ave NW Ste 800, Marietta, GA, 30060, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 11/01/2012 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: owner (4)Name of Business: Marietta Community Church Address: 3121 Earnest W. Barrett Parkway, NW, Marietta, GA, 30064, United States Activity Type: Religious Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 12/01/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I sit on the finance committee of my church and handle their investments in CDs and bonds.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-03-25 |
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