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Current Employers
Raymond James Financial Services Advisors, Inc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2021-04-29
  • MA RA
    APPROVED
    Since 2021-04-29

Branch Locations

715 Hale Street, Beverly, MA 01915 • 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
Cm&B Danvers MA 07/2013 02/2018
Jewett Construction Raymond NH 02/2018 04/2020
Raymond James Financial Services, Inc. Beverly MA 05/2020 04/2021
Littlefield & Associates Beverly MA 05/2020 Present
Raymond James Financial Services, Inc. Beverly MA 04/2021 Present
Raymond James Financial Services Advisors, Inc. Beverly MA 04/2021 Present
Littlefield & Davidson Wealth Services Beverly MA 10/2024 Present
  • 07/2013 → 02/2018
    Cm&B
    Danvers, MA
  • 02/2018 → 04/2020
    Jewett Construction
    Raymond, NH
  • 05/2020 → 04/2021
    Raymond James Financial Services, Inc.
    Beverly, MA
  • 05/2020 → Present
    Littlefield & Associates
    Beverly, MA
  • 04/2021 → Present
    Raymond James Financial Services, Inc.
    Beverly, MA
  • 04/2021 → Present
    Beverly, MA
  • 10/2024 → Present
    Littlefield & Davidson Wealth Services
    Beverly, MA
Other Businesses

(1)Name of Business: Littlefield & Assoc Address: 715 Hale St, Beverly, MA, 01915-2138, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/05/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Wealth Advisor employed by Littlefield & Assoc (2)Name of Business: Littlefield Wealth Management Address: 715 Hale St, Beverly, MA, 01915-2138, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/05/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Hold myself out as a representative of Littlefield Wealth Services. Do not receive compensation from this company. (3)Name of Business: Littlefield Wealth Services Address: 715 Hale St, Beverly, MA, 01915-2138, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/05/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Hold myself out as a representative of Littlefield Wealth Services. Do not receive compensation from this company.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-03-24
  • S66 Uniform Combined State Law Examination
    2021-03-24

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