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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2023-05-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-12-23 |
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