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Bristol Wealth Group CRD 330145
$986M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
35 Broadway 2Nd Floor, Taunton, MA 02780 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-23 |
| MA | RA | APPROVED | 2024-07-03 |
Branch Locations
150 North Main Street, Attleboro, MA 02703 • United States
35 Broadway 2Nd Floor, Taunton, MA 02780 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services Advisors, Inc | Taunton | MA | 06/2018 | 06/2024 |
| Bristol Wealth Group | Taunton | MA | 01/2018 | Present |
| Bristol County Savings Bank | Attleboro | MA | 07/2006 | 12/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 1998-12-19 |
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