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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-09-10 |
| MA | RA | APPROVED | 2022-02-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Global Atlantic Financial Company | Simsbury | CT | 10/2015 | 05/2018 |
| Forethought Distributors, Llc | Simsbury | CT | 10/2015 | 05/2018 |
| Infinex Investments, Inc. | Meriden | CT | 06/2018 | 12/2019 |
| United Bank | Westfield | MA | 06/2018 | 12/2019 |
| People's United Bank | Westfield | MA | 12/2019 | 07/2020 |
| Webster Investments | Southington | CT | 07/2020 | 02/2022 |
| Lpl Financial Llc | Southington | CT | 07/2020 | 02/2022 |
| Raymond James Financial Services, Inc. | Chicopee | MA | 02/2022 | Present |
| Raymond James Financial Services Advisors, Inc. | Chicopee | MA | 02/2022 | Present |
| Peoples Bank | Chicopee | MA | 02/2022 | Present |
(1) Name of Business: PeoplesWealth Advisory Group Address: 610 Memorial Dr, Chicopee, MA, 01020-5019, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 02/07/2022 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Provide Financial Planning and Investment Advice to PeoplesBank Customers.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 2015-12-18 |
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