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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-30 |
| MA | RA | APPROVED | 2018-12-06 |
Branch Locations
P.O.BOx 15308 Tower Square 1500 Main Street, Ste 900, Springfield, MA 01115 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs | Weehawken | NJ | 06/2016 | 11/2018 |
| Raymond James Financial Services, Inc. | Springfield | MA | 11/2018 | Present |
| Raymond James Financial Services Advisors, Inc. | Springfield | MA | 11/2018 | Present |
(1)Name of Business: Legacy Private Wealth Address: 1500 Main St, Springfield, MA, 01115, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 07/25/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Owner/Managing Partner, which is support company for RJFS Independent Contractor Branch Office CYV.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-07 |
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