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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2019-03-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Mystic | CT | 11/2015 | 03/2019 |
| Bank Of America, N.A. | New London | CT | 05/2016 | 03/2019 |
| Raymond James Financial Services, Inc | Cromwell | CT | 03/2019 | Present |
| Liberty Bank | Portland | CT | 03/2019 | Present |
| Raymond James Financial Services Advisors Inc | Portland | CT | 03/2019 | Present |
(1) Name of Business: Liberty Bank Investment Services Address: 245 Main St, Portland, CT, 06480, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/11/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-01 |
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