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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-09-06 |
| NH | RA | APPROVED | 2011-05-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kiersten Rose Realty Trust, Llc | Bedford | NH | 05/2011 | Present |
| Raymond James Financial Services, Inc | Bedford | NJ | 09/2013 | Present |
(1)Name of Business: Address: 17 Woodstone Terrace, Hooksett, NH, 03106, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 10/01/2016 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Buying, renting and selling real estate (2)Name of Business: 176 Route 101 Unit B1A, LLC Address: 176 Route 101 Unit B2, Bedford, NH, 03110, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/31/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Own, manage, leasing and administration (3)Name of Business: Kiersten Rose Realty Trust, LLC Address: 176 Route 101, Bedford, NH, 03110, United States Activity Type: Real Estate Brokerage/ Agent or Development Position/Title: Partner Investment Related: Yes Start Date: 05/02/2011 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Cleaning, repairs, office administration (4)Name of Business: Medicare Solutions, LLC Address: 176 Route 101 Unit B2, Bedford, NH, 03110-5418, United States Activity Type: Non-variable Insurance Position/Title: Owner Investment Related: Yes Start Date: 03/09/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Passive owner helping producers run the business and provide referrals (5)Name of Business: My Casa Friend, LLC Address: 17 Woodstone Terrace, Hooksett, NH, 03106, United States Activity Type: Business Owner Position/Title: Partner, Owner/Proprietor Investment Related: No Start Date: 11/30/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I own 5% of this startup company and act as a consultant only. (6)Name of Business: NH Bookkeeping Services, LLC Address: 360 State rte 101 Suite 5, Bedford, NH, 03110, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 05/01/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Business mentorship of manager and strategic partnership and business planning (7)Name of Business: Paquette & Shaw Financial Group, LLC Address: 176 Route 101 Unit B2, Bedford, NH, 03110, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 05/02/2011 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: 50% owner of support company
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 1998-01-21 |
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