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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-24 |
| MA | RA | APPROVED | 2026-02-20 |
Branch Locations
400 Unicorn Park Dr Floor 1, Woburn, MA 01801 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 01/2014 | 02/2026 |
| Raymond James Financial Services Advisors, Inc. | Woburn | MA | 02/2026 | Present |
| Raymond James Financial Services, Inc. | Woburn | MA | 02/2026 | Present |
| Touchpoint Financial Advisor Group | Woburn | MA | 01/2014 | Present |
(1)Name of Business: Address: 400 Unicorn Park Dr Fl 1, Woburn, MA, 01801-3365, United States Activity Type: Non-variable Insurance Position/Title: Broker, Associate/Employee Investment Related: Yes Start Date: 02/02/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 11-20 Description of duties: TBD
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-04 |
| S63 | Uniform Securities Agent State Law Examination | 2023-11-09 |
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