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Current Employers
Raymond James Financial Services Advisors, Inc

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

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2023-05-11
TX RA APPROVED 2023-05-11
  • NH RA
    APPROVED
    Since 2023-05-11
  • TX RA
    APPROVED
    Since 2023-05-11

Branch Locations

1 Pillsbury Street Suite 100, Concord, NH 03301 • 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
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
Previous Registrations
Other Businesses

(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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-12-20
  • S66 Uniform Combined State Law Examination
    2011-12-20
Other Names
  • Adam D Davidson
  • Adam Davidson

View on SEC IAPD

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