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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 2026-05-04
  • NH RA
    APPROVED
    Since 2026-05-04

Branch Locations

3 Executive Park Drive Suite 205, Bedford, NH 03110 • 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
Commonwealth Financial Network Waltham MA 08/2005 11/2023
Commonwealth Financial Network Bedford NH 05/2025 05/2026
Raymond James Financial Services, Inc. Bedford NH 05/2026 Present
Raymond James Financial Services Advisors, Inc. Bedford NH 05/2026 Present
Cetera Investment Advisers Llc Plaistow NH 02/2024 05/2025
Cetera Investment Services Llc Plaistow NH 02/2024 05/2025
Cetera Advisor Networks Llc Plaistow NH 02/2024 05/2025
Cetera Financial Specialists Llc Plaistow NH 02/2024 05/2025
Cetera Advisors Llc Plaistow NH 02/2024 05/2025
Financial Strategies Retirement Partners Bedford NH 05/2025 04/2026
Financial Strategies Retirement Partners (Fsrp) Bedford NH 05/2026 Present
Previous Registrations
Other Businesses

(1)Name of Business: Financial Strategies Retirement Partners (FSRP) Address: 3 Executive Part Dr Ste 205, Bedford, NH, 03110, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/12/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: FSRP is our company name. I am an employee. My title is Director of Advisory Services.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-05-21
S63 Uniform Securities Agent State Law Examination 2000-09-06
  • S65 Uniform Investment Adviser Law Examination
    2001-05-21
  • S63 Uniform Securities Agent State Law Examination
    2000-09-06

View on SEC IAPD

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