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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-05-04 |
Branch Locations
3 Executive Park Dr Ste 205, Bedford, NH 03110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Merrimack | NH | 03/2011 | 03/2020 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 09/2019 | 03/2020 |
| Commonwealth Financial Network | Waltham | MA | 03/2020 | 05/2026 |
| Symetra | Bedford | NH | 12/2021 | Present |
| Raymond James Financial Services, Inc. | Bedford | NH | 05/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Bedford | NH | 05/2026 | Present |
(1)Name of Business: Address: 3 Executive Park Dr Ste 205, Bedford, NH, 03110, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 12/10/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Fixed insurance sales; minimal time commitment; conducted at branch (2)Name of Business: Financial Strategies Retirement Partners Address: 3 Executive Park Dr Ste 205, Bedford, NH, 03110, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 02/02/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: IAR of RIA offering financial planning services
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-04-12 |
| S63 | Uniform Securities Agent State Law Examination | 2012-08-24 |
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