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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-02-02
NH RA APPROVED 2025-12-01
TX RA APPROVED 2025-12-01
  • NJ RA
    APPROVED
    Since 2026-02-02
  • NH RA
    APPROVED
    Since 2025-12-01
  • TX RA
    APPROVED
    Since 2025-12-01

Branch Locations

2 University Plaza Ste 100, Hackensack, NJ 07601 • United States

33 Main Street Suite 204, Littleton, NH 03561 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Beacon Wealth Management, Llc Hackensack NJ 03/2018 06/2018
Terrie O'COnnor Realtors Saddle River NJ 06/2009 06/2018
Raymond James & Associates, Inc. New York NY 06/2018 11/2025
Buttonwood Point Llc Littleton NH 12/2025 Present
Raymond James Financial Services, Inc. Littleton NH 12/2025 Present
Raymond James Financial Services Advisors, Inc. Littleton NH 12/2025 Present
  • 03/2018 → 06/2018
    Beacon Wealth Management, Llc
    Hackensack, NJ
  • 06/2009 → 06/2018
    Terrie O'COnnor Realtors
    Saddle River, NJ
  • 06/2018 → 11/2025
    New York, NY
  • 12/2025 → Present
    Buttonwood Point Llc
    Littleton, NH
  • 12/2025 → Present
    Raymond James Financial Services, Inc.
    Littleton, NH
  • 12/2025 → Present
    Littleton, NH
Previous Registrations
Other Businesses

Buttonwood Point Non-Investment Related Littleton, New Hampshire DBA/Support Company Advisor/Owner Started: 10/2025 0 hrs per month 0 hrs during trading hrs

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2018-08-24
S65 Uniform Investment Adviser Law Examination 2018-06-01
  • S63 Uniform Securities Agent State Law Examination
    2018-08-24
  • S65 Uniform Investment Adviser Law Examination
    2018-06-01
Designations
Other Names
  • Julia Maria Tolpin
  • Julia Prisco

View on SEC IAPD

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