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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-05-20 |
Branch Locations
3466 North Valdosta Road, Suite A, Valdosta, GA 31602 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Valdosta | GA | 11/1999 | 04/2018 |
| Raymond James Financial Services Advisors, Inc | Valdosta | GA | 01/2009 | 04/2018 |
| Smith Investment Advisor Group, Llc./Dba | Valdosta | GA | 01/2016 | 05/2017 |
| Securities Service Network | Valdosta | GA | 05/2018 | 09/2020 |
| Ssn Advisory, Inc | Valdosta | GA | 05/2018 | 09/2020 |
| Securities America, Inc. | Knoxville | TN | 09/2020 | 06/2024 |
| Securities America Advisors, Inc. | Valdosta | GA | 09/2020 | 06/2024 |
| Osaic Institutions, Inc. | Meriden | CT | 04/2025 | Present |
| Osaic Wealth, Inc. | Valdosta | GA | 06/2024 | Present |
| Cbc Bank | Valdosta | GA | 04/2025 | Present |
1.) Georgia Florida Forestry, LLC. Not investment related. Forrest clearing to prevent fires. Sole member of LLC. Started May 2026. Approx 10 hours per month. Approx 3 hours during trading hours. Provided money for equipment.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-09-05 |
| S63 | Uniform Securities Agent State Law Examination | 1987-09-03 |
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