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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-03-13 |
| MA | RA | APPROVED | 2014-10-22 |
Branch Locations
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 |
|---|---|---|---|---|
| Raymond James Financial Services | Wenham | ME | 06/2013 | Present |
| Raymond James Financial Services Advisors Inc. | Beverly | MA | 10/2014 | Present |
(1)Name of Business: Littlefield & Associates Address: 715 Hale St, Beverly, MA, 01915-2138, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 06/28/2013 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial advisory (2)Name of Business: Littlefield & Davidson Wealth Services Address: 715 Hale St, Beverly, MA, 01915-2138, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/01/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Hold myself out as a representative of Littlefield & Davidson Wealth Services. Do not receive compensation from this company. (3)Name of Business: Littlefield Wealth Management Address: 715 Hale St, Beverly, MA, 01915-2138, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/01/2013 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Hold myself out as representative of Littlefield Wealth Management. Do not receive compensation from this company. (4)Name of Business: New York Life Address: 715 Hale St, Beverly, MA, 01915, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 10/01/2013 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Insurance Agent-Branch Manager will become licensed before sales take place
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 2013-04-30 |
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