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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-09-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 10/2014 | 08/2025 |
| Raymond James Financial Services, Inc. | Reading | MA | 08/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Reading | MA | 08/2025 | Present |
(1)Name of Business: Lumen Wealth Management Address: 55 Walkers Brook Dr, Reading, MA, 01867-3272, United States Activity Type: Business Owner Position/Title: Officer - President Investment Related: No Start Date: 10/04/2014 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Investment Services (2)Name of Business: M2 Ventures Address: 18 Chestnut Rd, Reading, MA, 01867, United States Activity Type: Real Estate Brokerage/ Agent or Development Position/Title: Partner Investment Related: Yes Start Date: 11/14/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Funding the purchase of Property. Handling of Financials
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-01-18 |
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