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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2022-10-14 |
| TX | RA | APPROVED | 2022-10-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 01/2012 | 10/2022 |
| Raymond James Financial Services, Inc. | Rindge | NH | 10/2022 | Present |
| Raymond James Financial Services Advisors, Inc. | Rindge | NH | 10/2022 | Present |
(1)Name of Business: 1420 Lemon Bay Drive, LLC Address: 2 Mountain Rd, Rindge, NH, 03461, United States Activity Type: Rental Real Estate Position/Title: Other Investment Related: Yes Start Date: 01/29/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am the owner of the property and my wife will be running the renting and management of the property in a short term rental status. My involvement will tend to be very minimal unless their is a property maintenance issue. (2)Name of Business: 1444 Deer Creek Drive Holdings LLC Address: 70 Thorndike Pond Rd, Jaffrey , NH, 03452, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 07/01/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: It is a real estate property that my wife is running as an Air BNB, I was the one to finance and get it going. It will be short term rentals for 50% of the year. (3)Name of Business: 2 Mountain Road Rindge LLC Address: 2 Mountain Rd, Rindge, NH, 03461, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 06/01/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I own this property and lese it back to my company "The Nero Wealth Group, LLC". I also have a residential rental above on the second floor. (4)Name of Business: Altitude Swanzey Storage LLC Address: 70 Thorndike Pond Rd, Jaffrey, NH, 03452, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 09/05/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am 50% Owner in a Storage Unit Company, where me and my buiness partner will be sharing in the profits and expansion of the business moving into the future. (5)Name of Business: Boulder Ridge Mechanical LLC Address: 70 Thorndike Pond Rd, Jaffrey , NH, 03452, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 08/04/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am 10% silent partner owner of an HVAC Company with my brother Jesse Nero who is the other 90% owner. He will be in charge of the day to day business and operations I will have no part in that. (6)Name of Business: Mountain Brook Acres, LLC Address: 70 Thorndike Pond Rd, Jaffrey , NH, 03452, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 01/10/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My brother in law and I purchased 655 acres with a small cabin that we started an LLC to hold property in. Our plan is to use it as a family hunting property and potentially in the future we may open it if for short term rentals for people to air BNB during the off seasons from hunting. (7)Name of Business: The Nero Wealth Group, LLC Address: 2 Mountain Rd, Rindge, NH, 03461, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 10/14/2022 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: This is the name of the business we are affiliated with Raymond James through. (8)Name of Business: True North Wealth Management Group, LLC Address: 2 Mountain Rd, Rindge, NH, 03461, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 10/14/2022 Hours per month devoted to
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-02-24 |
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