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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2016-06-15 |
Branch Locations
2345 Washington Street Suite 101, Newton Lower Falls, MA 02462 • United States
3 disclosure categories 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, Inc. | Newton | MA | 01/2016 | Present |
| Raymond James Financial Services Advisors Inc. | Newton Lower Falls | MA | 06/2016 | Present |
| Kts Financial Group, Llc | Newton Lower Falls | MA | 01/2016 | 03/2022 |
(1) Name of Business: Address: 77 dean st, belmont, MA, 02478, United States Activity Type: Real Estate Brokerage/ Agent or Development Position/Title: Agent Investment Related: Yes Start Date: 09/30/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Real estate broker for my own personal transactions. active license but not actively used (2) Name of Business: Address: 77 dean st, belmont, MA, 02478, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 04/29/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: All duties that coincide with property ownership such as ensuring a safe unit, collecting rent and paying bills (3) Name of Business: 41 Nauset Ave E LLC Address: 77 Dean St, Belmont, MA, 02478, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 11/03/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Summer rental property and for personal use (4) Name of Business: Aimco Address: 201 washington st, auburn, MA, 01501, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 07/05/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Silent, Non Voting Shareowner 12% (5) Name of Business: North Atlantic Investment Partners, LLC Address: 2345 Washington St Ste 101, Newton Lower Falls, MA, 02462, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 03/24/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: DBA for my Branch (6) Name of Business: Paul Kapur Address: 2345 Washington St Ste 101, Newton Lower Falls, MA, 02462, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 01/17/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: The ability to provide non variable life, disability and long term care insurance options to people. (7) Name of Business: Rental property Address: 77 dean st, belmont, MA, 02478, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 06/14/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: owner of condo unit
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 2001-02-28 |
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