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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-07-01 |
| MA | RA | APPROVED | 2019-09-06 |
Branch Locations
17 North Road, Chelmsford, MA 01824 • United States
St Cloud, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services Advisors Inc. | Chelmsford | MA | 11/2014 | 12/2016 |
| Newport Group | Walnut Creek | CA | 12/2016 | 08/2019 |
| Newport Group Securities, Inc. | Lake Mary | FL | 12/2016 | 08/2019 |
| Raymond James Financial Services, Inc. | Chelmsford | MA | 08/2019 | Present |
| Raymond James Financial Services Advisors, Inc. | Chelmsford | MA | 08/2019 | Present |
(1)Name of Business: METRO Financial Strategies Address: 17 North Rd, Chelmsford, MA, 01824, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/26/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Office support for the advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-11-17 |
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