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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2019-01-17 |
Branch Locations
525 Bernardston Road Suite 1, Greenfield, MA 01301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Greenfield | MA | 05/2018 | 09/2018 |
| Wells Fargo Clearing Services, Llc | Brattleboro | VT | 06/2002 | 05/2018 |
| Raymond James Financial Services, Inc. | Greenfield | MA | 09/2018 | Present |
| Raymond James Financial Services Advisors Inc. | Greenfield | MA | 01/2019 | Present |
| Summit Behavioral Wealth | Greenfield | MA | 05/2018 | 03/2025 |
Name of Business: Falcon Financial Corp, Address: 525 Bernardston Rd Ste 1, Greenfield, MA, 01301-1114, Activity Type: Support Company - Non-Owner Position/Title: Associate/Employee, Investment Related: No Start Date: HPM: 81 HPM trade hours: 41 Duties: Administrative support staff and back-up trade processor. Official title is Client and Office Manager.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-19 |
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