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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-02-19 |
| TX | RA | APPROVED | 2025-02-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 06/2003 | 02/2025 |
| Raymond James Financial Services, Inc. | Claremont | NH | 02/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Claremont | NH | 02/2025 | Present |
(1)Name of Business: Carnelian Holdings LLC Address: 178 Broad St, Claremont, NH, 03743-2626, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 10/31/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner of the building leased to Maki Financial LLC (Raymond James affiliated) (2)Name of Business: Claremont Development Authority Address: 14 North St, Claremont, NH, 03743, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Finance/Investment Committee Member, Director Investment Related: Yes Start Date: 01/01/2013 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Lead finance committee to create annual budget; monitor cash flow for project expenses and grant reimbursement; discuss and vote on board decisions.\n\nI am expecting I will be elected as chair at the 4/23/26 board meeting. (Our former chair recently resigned). (3)Name of Business: Maki Financial LLC Address: 178 Broad St, Claremont, NH, 03743-2626, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 02/20/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial planning and investment management practice (4)Name of Business: The Well Collaborative NH Address: 178 Broad St, Claremont, NH, 03743-2626, United States Activity Type: Non profit Position/Title: Officer - Treasurer Investment Related: No Start Date: 05/12/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Prepare monthly financial report; reconcile checking account.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-01 |
| S63 | Uniform Securities Agent State Law Examination | 2003-08-21 |
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