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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-10-03 |
Branch Locations
2345 Washington Street Suite 101, Newton, MA 02462 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Westwood | MA | 03/2020 | 09/2024 |
| Moodys Analytics | Waltham | MA | 09/2015 | 01/2020 |
| Raymond James Financial Services, Inc. | Newton Lower Falls | MA | 09/2024 | Present |
| Raymond James Financial Services Advisors, Inc. | Newton Lower Falls | MA | 09/2024 | Present |
(1) Name of Business: Address: 2345 Washington St Ste 101, Newton Lower Falls, MA, 02462-1458, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 06/11/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2) Name of Business: Address: 9 Freedom Trail, Norfolk, MA, 02056, United States Activity Type: Non profit Position/Title: Officer - President Investment Related: No Start Date: 11/05/2024 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 run meetings and help manage the group (3) Name of Business: Address: 2345 Washington St Ste 101, Newton Lower Falls, MA, 02462-1458, United States Activity Type: Political Office/Activity Position/Title: Investment Related: No Start Date: 01/31/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (4) Name of Business: Address: 2345 Washington St Ste 101, Newton Lower Falls, MA, 02462-1458, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 07/16/2026 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 just mange the bookings for a rental property that we own (5) Name of Business: North Atlantic Investment Partners, llc. Address: 2345 Washington St Ste 101, Newton Lower Falls, MA, 02462-1458, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 09/25/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: DBA for my branch
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-11 |
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