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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-06-09 |
| MA | RA | APPROVED | 2018-07-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services | Worcester | MA | 11/2004 | 07/2018 |
| Raymond James Financial Services, Inc. | Westborough | MA | 07/2018 | Present |
| Raymond James Financial Services Advisors Inc. | Westborough | MA | 07/2018 | Present |
| Boston Harbor Wealth Advisors | Westborough | MA | 07/2018 | 11/2022 |
(1)Name of Business: Bradley & Stayton Wealth Management Group Address: 45 Lyman St Ste 13, Westborough, MA, 01581-2657, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 06/03/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Wealth Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-02-11 |
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