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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-01-07 |
| TX | RA | APPROVED_RES | 2026-01-06 |
Branch Locations
201 Boston Post Rd W Ste 401, Marlborough, MA 01752 • 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Marlborough | MA | 09/1999 | 01/2026 |
| Raymond James Financial Services Advisors, Inc. | Marlborough | MA | 01/2026 | Present |
| Raymond James Financial Services, Inc. | Marlborough | MA | 01/2026 | Present |
(1)Name of Business: Tower Financial Planning Address: 201 Boston Post Rd W Ste 401, Marlborough, MA, 01752-4611, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 01/05/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Planning and wealth management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-03 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-24 |
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