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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2019-06-18 |
| AL | RA | APPROVED | 2012-08-24 |
| CT | RA | APPROVED | 2012-08-24 |
| TX | RA | APPROVED | 2011-05-18 |
| MA | RA | APPROVED | 2010-06-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Chelmsford | MA | 06/2010 | Present |
| Metro Financial Strategies | Chelmsford | MA | 10/2010 | Present |
| Raymond James Financial Services Advisors, Inc | Chelmsford | MA | 06/2010 | Present |
| Non-Variable Insurance | Chelmsford | MA | 10/2011 | Present |
| Retmad, Llc | Chelmsford | MA | 06/2015 | Present |
| Lincoln Life And Annuity | Chelmsford | MA | 02/2018 | Present |
(1)Name of Business: Lincoln Life and Annuity Address: 17 North Rd, Chelmsford, MA, 01824, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 02/12/2018 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 Non variable insurance, term insurance, fixed ul, long term care, fixed annuities (2)Name of Business: METRO Financial Strategies Address: 17 North Road Chelmsford MA 01824, Chelmsford, MA, 01824, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 10/14/2010 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is the name of my practice (3)Name of Business: METRO Financial Strategies Address: 17 North Road, Chelmsford, MA, 01824, United States Activity Type: Certified Divorce Financial Analyst Position/Title: Investment Related: Yes Start Date: 04/01/2013 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (4)Name of Business: NA Address: 17 North Rd, Chelmsford MA 01824, Chelmsford, MA, 01824, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 07/01/2011 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Hartford and Prudential Life, Fixed, Non Variable. termnote also Talcott has taken over some of Hartford products (5)Name of Business: NA Address: 17 North Rd , Chelmsford MA 01824, Chelmsford, MA, 01824, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 08/01/2012 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Pacific Life affiliation for Long Term Care and Non VA life insurance, including term and Fixed UL, fixed annuities, (6)Name of Business: prudential/talcott/hartford Address: 17 North Rd, Chelmsford MA 01824, Chelmsford, MA, 01824, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 11/02/2012 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: giving quotes for mass mutual long term care , term or fixed UL insurance for clients (7)Name of Business: RETMAD, LLC Address: 95 Gage Rd, Bedford, NH, 03110, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 06/15/2015 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-16 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-22 |
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