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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2023-05-11 |
| TX | RA | APPROVED | 2023-05-11 |
Branch Locations
1 Pillsbury Street Suite 100, Concord, NH 03301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Concord | NH | 05/2015 | 05/2023 |
| Raymond James Financial Services, Inc. | Concord | NH | 05/2023 | Present |
| Raymond James Financial Services Advisors, Inc. | Concord | NH | 05/2023 | Present |
(1) Name of Business: Adam Davidson, LLC DBA Davidson & Sons Address: 1 Pillsbury St Ste 100, Concord, NH, 03301-3556, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 05/14/2015 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: The is the operating company that I use to pay payroll for my investment practice at RJ and various other business activities like worker's comp insurance and buying supplies for business use. (2) Name of Business: D&B Real Estate Holdings, LLC Address: 1 Pillsbury St Ste 100, Concord, NH, 03301-3556, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 05/21/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Dealing with various duties in maintaining the property including meeting with tenants and contractors, scheduling repairs etc. (3) Name of Business: Davidson & Sons, Inc Address: 1 Trafalgar Square, STE 200, Nashua, NH, 03060, United States Activity Type: Accounting/CPA Position/Title: Officer - Vice President Investment Related: No Start Date: 06/30/2013 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Preperation of personal and business tax returns as well as day to day operations. (4) Name of Business: Davidson & Stone, PLLC Address: 1 Pillsbury St Ste 100, Concord, NH, 03301-3556, United States Activity Type: Accounting/CPA Position/Title: Partner Investment Related: No Start Date: 08/02/2009 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Preparation of various tax returns and financial statements as well as day to day business operations.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-12-20 |
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