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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-18 |
| MA | RA | APPROVED | 2024-05-01 |
| NH | RA | APPROVED | 2024-04-29 |
Branch Locations
2 Mountain Rd, Rindge, NH 03461 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 08/2012 | 04/2024 |
| Tripod Wealth Management, Llc | Rindge | NH | 04/2024 | Present |
| Raymond James Financial Services, Inc. | Rindge | NH | 04/2024 | Present |
| Raymond James Financial Services Advisors, Inc. | Rindge | NH | 04/2024 | Present |
(1)Name of Business: Tripod Wealth Management, LLC Address: 2 Mountain Rd, Rindge, NH, 03461, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 04/29/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Managing Director.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-09-13 |
| S63 | Uniform Securities Agent State Law Examination | 2001-07-13 |
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