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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-02-11 |
| FL | RA | APPROVED | 2026-02-05 |
| TX | RA | APPROVED_RES | 2026-02-03 |
Branch Locations
Boynton Beach, FL • United States
400 Unicorn Park Dr, Woburn, MA 01801 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 07/2016 | 02/2026 |
| Raymond James Financial Services Advisors, Inc. | Woburn | MA | 02/2026 | Present |
| Raymond James Financial Services, Inc. | Woburn | MA | 02/2026 | Present |
(1)Name of Business: Address: 27 Loch Eden Shores Road, Meredith, NH, 03246, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 02/01/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2)Name of Business: Address: 400 Unicorn Park Dr Fl 1, Woburn, MA, 01801-3365, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 01/13/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Sell fixed insurance (3)Name of Business: Third Phase Planning Address: 400 Unicorn Park Dr Fl 1, Woburn, MA, 01801-3365, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 02/21/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Role in relation to this activity: Founder\n\nScorp for advisory fee's paid to corporation (4)Name of Business: Third Phase Plannning Address: 400 Unicorn Park Dr Fl 1, Woburn, MA, 01801-3365, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 02/01/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Corporation for receiving fee based revenue (5)Name of Business: Touchpoint Financial Advisory Group Address: 400 Unicorn Park Dr Fl 1, Woburn, MA, 01801-3365, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee, Other Investment Related: No Start Date: 08/01/2016 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Role in relation to activity: Advisor, Owner/Proprietor, Partner\n\nTouchpoint is our DBA for our advisory business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-05-03 |
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