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35 Broadway 2Nd Floor, Taunton, MA 02780 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-10-23 |
| MA | RA | APPROVED | 2024-07-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ricciardi Financial Group | Taunton | MA | 06/1999 | 12/2017 |
| Raymond James Financial Services Advisors, Inc | Taunton | MA | 09/2009 | 06/2024 |
| Bristol Wealth Group | Taunton | MA | 01/2018 | Present |
| Private Client Services | Taunton | MA | 06/2024 | 10/2025 |
1) Berkley Public Library Building Committee. 2 North Main St, Berkley, MA 02779. Non-profit organization. Chairperson. 4 hrs/mo; 0 during trading hrs. Not investment related. 2) Post Employment Benefit Trustee. Somerset Berkley-RHS. Somerset, MA. Trustee of District OPEB funds. Trustee. less than 1 hr/mo; 0 during trading hrs. Investment related. 3) RFG-Bristol Wealth Advisors, LLC DBA Bristol Wealth Group. 35 Broadway, Taunton, MA 02780. RIA. 160 hrs/mo; 160 during trading hrs. (4.) NAME OF OBA: BERKLEY PUBLIC LIBRARY; ADDRESS OF OBA: BERKLEY, MA 02779; NATURE: PART OF A BOARD OF THREE THAT OVERSEE THE MAINTENANCE AND OPERATION OF THE BERKLEY PUBLIC LIBRARY; INVESTMENT RELATED: NO; TITLE WITH OBA: TRUSTEE; DUTIES: WE APPROVE THE BUDGET OF THE LIBRARY AND MANAGE THE DIRECTOR OF THE LIBRARY; START DATE: 05/01/2025; APPROX. NUMBER OF HOURS/MONTH: 5; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 1
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 1998-06-01 |
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