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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-06-01 |
| TX | RA | APPROVED | 2026-05-29 |
Branch Locations
734 Longmeadow St. Suite 306, Longmeadow, MA 01106 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | Longmeadow | MA | 05/2026 | Present |
| Raymond James Financial Services, Inc. | Longmeadow | MA | 05/2026 | Present |
| Ameriprise Financial Services, Inc. | W Springfield | MA | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Longmeadow | MA | 07/1997 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-24 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-10 |
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