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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2021-03-31 |
| TX | RA | APPROVED | 2021-03-31 |
Branch Locations
115 Glastonbury Blvd. Suite 100, Glastonbury, CT 06033 • United States
Southington, CT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Hartford | CT | 06/2008 | 06/2018 |
| Raymond James Financial Services, Inc | Glastonbury | CT | 06/2018 | Present |
| Crescent Point Private Wealth | Glastonbury | CT | 06/2018 | Present |
| Raymond James Financial Services Advisors, Inc. | Glastonbury | CT | 03/2021 | Present |
Crescent Point Private Wealth Address: 115 Glastonbury Blvd Ste 100, Glastonbury, CT, 06033, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 06/18/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Registered Assistant : Client relationship manager, office manager
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-26 |
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