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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-11-05 |
| MA | RA | APPROVED | 2018-12-06 |
Branch Locations
333 Elm Street Suite 200, West Springfield, MA 01089 • United States
Southwick, MA • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc | Springfield | MA | 11/2008 | 11/2018 |
| Raymond James Financial Services, Inc. | Springfield | MA | 11/2018 | Present |
| United States Marine Corps Reserve | New Orleans | LA | 05/1990 | 01/2024 |
| Raymond James Financial Services Advisors, Inc. | Springfield | MA | 11/2018 | Present |
| United States Marine Corps | Quantico | VA | 12/2018 | 01/2024 |
(1)Name of Business: M2 Wealth Partners Address: 333 Elm Street, West Springfield, MA, 01089, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 12/31/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Owner/Branch Manager/Financial Advisor (2)Name of Business: M2 WEALTH PARTNERS Address: 333 Elm St Ste 200, West Springfield, MA, 01089-2795, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO, Officer - President Investment Related: No Start Date: 12/31/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: PROVIDE WEALTH MANAGEMENT ADVICE TO CLIENTS (3)Name of Business: MARLAP 333 REALTY LLC Address: 333 ELM STREET, WEST SPRINGFIELD, MA, 01089, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 06/16/2022 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 OWN A COMMERCIAL BUILDING WITH MY ACCOUNTANT IN A 50/50 OWNERSHIP. MY FINANCIAL SERVICES PRACTICE IS IN THIS NEW BUILDING, WHICH AT THE PRESENT IS THE ONLY REAL ESTATE HOLDING IN THIS LLC. (4)Name of Business: Martin Financial PWP LLC Address: 333 Elm Street, West Springfield, MA, 01089, United States Activity Type: Support Company - Owner Position/Title: Other, Officer - President Investment Related: No Start Date: 03/03/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Owner/Branch Manager/Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-12-18 |
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