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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-09 |
| MA | RA | APPROVED | 2014-12-08 |
| NH | RA | APPROVED | 2009-09-29 |
Branch Locations
20 Trafalgar Square Suite 430, Nashua, NH 03063 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Nashua | NH | 09/2000 | Present |
| Tax And Investment Group | Nashua | NH | 01/2011 | Present |
| Raymond James Financial Services Advisors Inc. | Nashua | NH | 09/2009 | Present |
| Non-Variable Insurance | Nashua | NH | 03/2005 | Present |
(1)Name of Business: Michael J Kertyzak Address: 20 Trafalgar Sq Ste 430, Nashua, NH, 03063, United States Activity Type: Accounting/CPA Position/Title: Owner/Proprietor Investment Related: No Start Date: 01/01/2011 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: provide tax planning & prep to intersted clients (2)Name of Business: NA Address: 20 Trafalgar Sq Ste 430, Nashua, NH, 03063, United States Activity Type: Non-variable Insurance Position/Title: Broker Investment Related: Yes Start Date: 03/01/2005 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Insurance Producer
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 1999-05-11 |
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