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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2012-05-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Newington | CT | 05/2012 | Present |
| Raymond James Financial Services Advisors Inc. | Newington | CT | 05/2012 | Present |
| Liberty Bank | Newington | CT | 05/2015 | Present |
| Liberty Investment Services | Newington | CT | 05/2012 | Present |
| Libert Bank | Newington | CT | 06/2015 | Present |
(1)Name of Business: Libert Bank Address: 1300 Main St, Newington, CT, 06111, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 06/02/2015 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial advisor - meet with clients (2)Name of Business: Liberty Investment services Address: 1190 Silas Deane Hwy, Wethersfield, CT, 06109, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/14/2012 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 2-10 Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-02-16 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-01 |
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