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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-12-12 |
| CT | RA | APPROVED | 2016-02-26 |
Branch Locations
1009 New Haven Rd., Naugatuck, CT 06770 • United States
60 North Main Street, Southington, CT 06489 • United States
1030 Hamilton Ave, Waterbury, CT 06706 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Naugatuck | CT | 02/2016 | Present |
| Raymond James Financial Services Advisors Inc. | Naugatuck | CT | 02/2016 | Present |
| Liberty Bank | Naugatuck | CT | 02/2016 | Present |
Liberty Bank Investment Services Address: 333 Church St, Naugatuck, CT, 06770, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 02/23/2016 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 2007-04-06 |
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