Best Investors Account Sign in
Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2024-01-25
  • CT RA
    APPROVED
    Since 2024-01-25

Branch Locations

Enfield, CT • United States

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2021-11-24
  • CT RA
    APPROVED
    Since 2021-11-24

Branch Locations

Enfield, CT • United States

880 Carillon Parkway, St. Petersburg, FL 33716 • UNITED STATES

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sagepoint Financial, Inc Phoenix AZ 01/2009 11/2021
Raymond James & Associates, Inc Enfield CT 11/2021 Present
Door Dash Enfield CA 05/2022 05/2023
Instacart Enfield CA 05/2022 05/2023
Uber Eats Enfield CA 05/2022 05/2023
Raymond James Financial Service Advisor Inc Enfield CT 01/2024 Present
Raymond James Financial Services Inc. Enfield CT 01/2024 Present
Uber Eats Enfield CT 03/2024 03/2025
Instacart Enfield CT 03/2024 03/2025
  • 01/2009 → 11/2021
    Sagepoint Financial, Inc
    Phoenix, AZ
  • 11/2021 → Present
    Enfield, CT
  • 05/2022 → 05/2023
    Door Dash
    Enfield, CA
  • 05/2022 → 05/2023
    Instacart
    Enfield, CA
  • 05/2022 → 05/2023
    Uber Eats
    Enfield, CA
  • 01/2024 → Present
    Raymond James Financial Service Advisor Inc
    Enfield, CT
  • 01/2024 → Present
    Raymond James Financial Services Inc.
    Enfield, CT
  • 03/2024 → 03/2025
    Uber Eats
    Enfield, CT
  • 03/2024 → 03/2025
    Instacart
    Enfield, CT
Previous Registrations
Other Businesses

(1)Name of Business: Door Dash Address: 12 Glenwood Street, Enfield , CT, 06082, United States Activity Type: Part-Time Activity/Employment Position/Title: Associate/Employee Investment Related: No Start Date: 10/06/2023 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Driver, deliver meals to customers during dinner hours and weekends

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-01-31
S63 Uniform Securities Agent State Law Examination 2000-01-18
  • S66 Uniform Combined State Law Examination
    2005-01-31
  • S63 Uniform Securities Agent State Law Examination
    2000-01-18

View on SEC IAPD

More in Enfield, CT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor