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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-05-04 |
Branch Locations
3 Executive Park Dr Ste 205, Bedford, NH 03110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Paychex Securities Corporation | Salem | NH | 04/2016 | 10/2023 |
| Paychex, Inc. | Salem | NH | 04/2016 | 10/2023 |
| Commonwealth Financial Network | Waltham | MA | 10/2023 | 05/2026 |
| Financial Strategies Retirement Partners | Bedford | NH | 01/2024 | 05/2026 |
| Raymond James Financial Services Inc. | Bedford | NH | 05/2026 | Present |
| Raymond James Financial Services Advisors Inc. | Bedford | NH | 05/2026 | Present |
| Financial Strategies Retirement Partners Fsrp | Bedford | NH | 05/2026 | Present |
(1)Name of Business: 7 New Boston Realty, LLC Address: 11 Westwood Rd, Salem, NH, 03079, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 03/09/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Light maintenance, listing and financials (2)Name of Business: FSRP Address: 3 Executive Park Dr Ste 205, Bedford, NH, 03110, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 10/15/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (3)Name of Business: New Boston Realty LLC Address: 11 Westwood rd, Salem, NH, 03079, United States Activity Type: Rental Real Estate Position/Title: Other Investment Related: Yes Start Date: 08/01/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Rent and manage properties at 7 New Boston Rd Salem NH 03079 and 1831 Egret Crest Rd Charleston SC 29414
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-12 |
| S63 | Uniform Securities Agent State Law Examination | 2016-05-27 |
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