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Current Employers
Raymond James Financial Services Advisors, Inc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-10-03
VT RA APPROVED 2022-10-03
  • TX RA
    APPROVED_RES
    Since 2022-10-03
  • VT RA
    APPROVED
    Since 2022-10-03

Branch Locations

5293 Main St, Manchester Village, VT 05255 • 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
Thyme Tables Catering, Inc Shaftsbury VT 01/2001 12/2021
Raymond James & Associates, Inc. Manchester VT 10/2014 10/2022
Raymond James Financial Services, Inc. Manchester Village VT 10/2022 Present
Raymond James Financial Services Advisors, Inc. Manchester Village VT 10/2022 Present
Walloomsac Financial Services Manchester Village VT 08/2022 Present
Traver Gardner Investment Group Manchester Village VT 10/2022 10/2024
Watershed Wealth Management Manchester VT 08/2024 Present
  • 01/2001 → 12/2021
    Thyme Tables Catering, Inc
    Shaftsbury, VT
  • 10/2014 → 10/2022
    Manchester, VT
  • 10/2022 → Present
    Raymond James Financial Services, Inc.
    Manchester Village, VT
  • 10/2022 → Present
    Manchester Village, VT
  • 08/2022 → Present
    Walloomsac Financial Services
    Manchester Village, VT
  • 10/2022 → 10/2024
    Traver Gardner Investment Group
    Manchester Village, VT
  • 08/2024 → Present
    Watershed Wealth Management
    Manchester, VT
Previous Registrations
Other Businesses

(1)Name of Business: Address: 2231 Maple Hill Rd, Shaftsbury, VT, 05262, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 04/01/2024 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 am buying an office building with a 1 bedroom apartment on the second floor. I will be moving my financial services practice (we are RJFS) to this building upon completion of renovations, and renting the 2nd floor apartment. This represents a decrease in the rent we are currently paying, and for nicer space. (2)Name of Business: Glastenbury Zoning Board Address: South Street, Bennington, VT, 05201, United States Activity Type: Political Office/Activity Position/Title: Investment Related: No Start Date: 04/04/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (3)Name of Business: Walloomsac Property Partners Address: 1300 Harrington Road, Bennington, VT, 05201, United States Activity Type: Agriculture/Farming Position/Title: Partner Investment Related: No Start Date: 01/19/2023 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Planting and harvesting crops. Managing property for wildlife and land conservation (4)Name of Business: Watershed Wealth Management Address: 5293 Main Street, Manchester , VT, 05255, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 08/05/2024 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Watershed Wealth Management is a DBA for our investment activities through RJFS

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-08-21
  • S66 Uniform Combined State Law Examination
    2003-08-21

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