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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2013-08-05 |
| NH | RA | APPROVED | 2011-05-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Bedford | NH | 05/2011 | Present |
| Raymond James Financial Services Advisors, Inc | Bedford | NH | 05/2011 | Present |
(1)Name of Business: Address: 176 Route 101 Unit B2, Bedford, NH, 03110-5418, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 04/16/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Fixed annuity transactions (2)Name of Business: 176 Rt 101 Unit 1A LLC Address: 176 rt 101 Unit 1A, Bedford , NH, 03110, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 12/31/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (3)Name of Business: Bloom and Barrell LLC Address: 729 Craney Hill Rd , Henniker , NH, 03242, United States Activity Type: Agriculture/Farming Position/Title: Owner/Proprietor Investment Related: No Start Date: 04/05/2026 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: member owner operator (4)Name of Business: Kiersten Rose Realty Trust Address: 176 Rt 101 Unit B2 Bedford, NH 03110, bedford , NH, 03110, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 01/02/2013 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: partner (5)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: Owner Investment Related: Yes Start Date: 03/09/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Passive owner helping producers run the business and providing referrals (6)Name of Business: Nathaniel H. Shaw Address: 16 Hope Ave , Concord , NH, 03301, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 10/31/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Collect rents manage property (7)Name of Business: NH Bookkeeping Services LLC Address: 176 Rt 101 Unit B1a, Bedford , 03110, NH , United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 05/01/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Mentorship of manager, business planning, strategic partnership (8)Name of Business: Paquette & Shaw Financial Group LLC. Address: 176 Route 101 Unit B2, Bedford, NH, 03110, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 05/02/2011 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Part owner of support (9)Name of Business: Sea Escape LLC Address: 138 Village Green , Henniker , NH, 03242, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 12/01/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner of Rental Real Estate
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-07-12 |
| S63 | Uniform Securities Agent State Law Examination | 2001-09-11 |
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