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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-26 |
| NH | RA | APPROVED | 2026-05-04 |
Branch Locations
3 Executive Park Dr Suite 205, Bedford, NH 03110 • United States
Ave Maria, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Acorn Financial | Nashua | NH | 07/2016 | 02/2017 |
| Commonwealth Financial Network | Waltham | MA | 10/2016 | 12/2017 |
| Financial Strategies Retirement Partners | Bedford | NH | 03/2021 | Present |
| Acorn Financial | Nashua | NH | 02/2017 | 10/2020 |
| Commonwealth Financial Network | Waltham | MA | 07/2016 | 05/2026 |
| Raymond James Financial Services Advisors, Inc. | Bedford | NH | 05/2026 | Present |
(1)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: 11/03/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Advisor. \nfinancial planning/investment management. (2)Name of Business: SEJ Properties LLC Address: 6023 Ellerston Way #1812, Ave Maria, FL, 34142, United States Activity Type: Rental Real Estate Position/Title: Other Investment Related: Yes Start Date: 12/15/2000 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Founder. \n\nOperate student rental property\nAnnual turnover, coordinate cleaning/repairs/improvements, collect rents, lease execution and enforcement.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-14 |
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