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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-05-04 |
Branch Locations
3 Executive Park Dr Suite 205, Bedford, NH 03110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Salient Capital, L.P. | Houston | TX | 01/2015 | 03/2018 |
| Salient Partners, L.P. | Houston | TX | 01/2015 | 03/2018 |
| Salient Capital Advisors, Llc | Houston | TX | 01/2015 | 03/2018 |
| Commonwealth Financial Network | Waltham | MA | 04/2018 | 05/2026 |
| Financial Strategies Retirement Partners | Bedford | NH | 04/2018 | 05/2026 |
| Raymond James Financial Services Advisors, Inc. | Bedford | NH | 05/2026 | Present |
| Raymond James Financial Services, Inc. | Bedford | NH | 05/2026 | Present |
(1)Name of Business: Financial Strategies Retirement Partners LLC Address: 2 Executive Park Dr Ste 205, Bedford, NH, 03110, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 07/24/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 2-10 Description of duties: If a client needs an insurance policy, I'm able to help him/her. (2)Name of Business: Financial Strategies Retirement Partners LLC Address: 3 Executive Park Dr Ste 205, Bedford, NH, 03110, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 04/01/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I am one of three partners at FSRP. (3)Name of Business: Whipps, Inc Address: 370 South Main St, Athol, MA, 01331, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 02/15/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (4)Name of Business: Whipps, Inc. Address: 370 South Main St., Athol, MA, 01331, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 12/31/2008 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am a shareholder in a family business: Whipps Inc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-05 |
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