Best Investors Account Sign in
Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2023-05-09
  • NH RA
    APPROVED
    Since 2023-05-09

Branch Locations

176 Route 101 Unit B-2, Bedford, NH 03110 • 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
Fidelity Brokerage Services Llc Merrimack NH 08/2001 12/2021
Fidelity Personal And Workplace Advisors Boston MA 07/2018 12/2021
Raymond James Financial Services, Inc Bedford NH 05/2023 Present
Raymond James Financial Services Advisors, Inc Bedford NH 05/2023 Present
Windham Country Club Windham NH 03/2022 10/2022
Hr Block Manchester NH 02/2023 04/2023
Unemployed Windham NH 01/2022 02/2022
Unemployed Windham NH 11/2022 01/2023
Strategic Advisers, Llc Merrimack NH 08/2001 07/2018
  • 08/2001 → 12/2021
    Fidelity Brokerage Services Llc
    Merrimack, NH
  • 07/2018 → 12/2021
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 05/2023 → Present
    Raymond James Financial Services, Inc
    Bedford, NH
  • 05/2023 → Present
    Bedford, NH
  • 03/2022 → 10/2022
    Windham Country Club
    Windham, NH
  • 02/2023 → 04/2023
    Hr Block
    Manchester, NH
  • 01/2022 → 02/2022
    Unemployed
    Windham, NH
  • 11/2022 → 01/2023
    Unemployed
    Windham, NH
  • 08/2001 → 07/2018
    Merrimack, NH
Previous Registrations
  • 2018-07-13 → 2022-01-10
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2008-10-10 → 2018-07-13
    Merrimack, NH
Other Businesses

(1)Name of Business: Medicare Solutions LLC Address: 176 Route 101 Unit B2, Bedford, NH, 03110-5418, United States Activity Type: Non-variable Insurance Position/Title: Agent, Owner Investment Related: Yes Start Date: 03/09/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Partner in an LLC, and will act as an insurance agent for soliciting, and selling medicare supplemental insurance and medigap policies (2)Name of Business: Paquette and Shaw Financial Services LLC Address: 176 Route 101 Unit B2, Bedford, NH, 03110-5418, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/09/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Offer Financial Planning and Investment help to clients.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-12-23
  • S66 Uniform Combined State Law Examination
    2008-12-23
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Bedford, NH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor