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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-12-01 |
Branch Locations
33 Main Street Suite 204, Littleton, NH 03561 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan & Co | New York | NY | 07/2015 | 04/2017 |
| Rebar Systems | Lee | NJ | 04/2017 | 08/2017 |
| Icapital Securities, Llc | New York | NY | 08/2017 | 11/2023 |
| Icapital Markets Llc | New York | NY | 11/2023 | 12/2023 |
| Raymond James & Associates, Inc. | New York | NY | 02/2024 | 11/2025 |
| Raymond James Financial Services, Inc. | Littleton | NH | 12/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Littleton | NH | 12/2025 | Present |
(1)Name of Business: Address: 639 Blake Road, Sugar Hill, NH, 03586, United States Activity Type: Part-Time Activity/Employment Position/Title: Consulting Investment Related: No Start Date: 02/20/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Technology Consulting: Specifically data modelling and data governance process advice for financial technology concerns. (2)Name of Business: Buttonwood Point Address: 33 Main St Ste 204, Littleton, NH, 03561-3834, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee, Officer - President Investment Related: No Start Date: 10/21/2025 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Owner and FA Employee
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 2023-04-19 |
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