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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-04 |
| NH | RA | APPROVED | 2025-02-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 06/2014 | 02/2025 |
| Usaf Reserves | Chicopee | MA | 12/2009 | 10/2019 |
| Raymond James Financial Services, Inc. | Concord | NH | 02/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Concord | NH | 02/2025 | Present |
(1)Name of Business: Keeling Wealth LLC Address: 6 Dixon Ave Ste 100, Concord, NH, 03301-4944, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 02/13/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: This is the marketing name I use when dealing with the public. I reside in this office location to share expenses and staff. (2)Name of Business: Muise Financial Services, LLC Address: 6 Dixon Ave Ste 100, Concord, NH, 03301-4944, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 02/13/2025 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 2-10 Description of duties: This is my financial company that I use to be a part of the RJFS. It is how Insperity runs my payroll for me.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-05 |
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