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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-12
ME RA APPROVED 2023-03-31
  • TX RA
    APPROVED
    Since 2025-03-12
  • ME RA
    APPROVED
    Since 2023-03-31

Branch Locations

2273 Congress St, Portland, ME 04102 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Maine Central Institute Pittsfield ME 08/2013 06/2017
Stonehill College Easton MA 08/2017 05/2021
Financial Benefit Services Corporation - Raymond James Portland ME 06/2021 04/2023
Stonehill College Admissions Department Easton MA 08/2018 05/2021
Financial Benefit Services Corporation - Raymond James Portland ME 06/2019 05/2021
Raymond James Financial Services, Inc Portland ME 07/2016 Present
Raymond James Financial Services Advisors, Inc Portland ME 03/2023 Present
  • 08/2013 → 06/2017
    Maine Central Institute
    Pittsfield, ME
  • 08/2017 → 05/2021
    Stonehill College
    Easton, MA
  • 06/2021 → 04/2023
    Financial Benefit Services Corporation - Raymond James
    Portland, ME
  • 08/2018 → 05/2021
    Stonehill College Admissions Department
    Easton, MA
  • 06/2019 → 05/2021
    Financial Benefit Services Corporation - Raymond James
    Portland, ME
  • 07/2016 → Present
    Raymond James Financial Services, Inc
    Portland, ME
  • 03/2023 → Present
    Portland, ME
Other Businesses

(1)Name of Business: Financial Benefit Services Corporation Address: 2273 Congress St, Portland, ME, 04102-1907, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/26/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Fixed Product Agent (2)Name of Business: Maine Central Institute Address: 295 Main Street, Pittsfield, ME, 04967, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Advisory Board Investment Related: No Start Date: 10/19/2024 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Attend Quarterly Board of Trustees Meetings On Saturdays To Help Shape The Focus & Direction Of The School. Participate In Committee Work To Help With Specific Projects Towards The Advancement Of The School. Other Tasks Still To Be Assigned Upon Additional Experience On Board of Trustees.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-13
  • S66 Uniform Combined State Law Examination
    2023-03-13

View on SEC IAPD

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