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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2023-02-08 |
Branch Locations
5293 Main Street, Manchester Village, VT 05255 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associate's, Inc. | Manchester | VT | 09/2021 | 10/2022 |
| Southwestern Vermont Medical Center | Bennington | VT | 05/2016 | 09/2021 |
| Walloomsac Financial Services | Manchester Village | VT | 10/2022 | Present |
| Raymond James Financial Services, Inc. | Manchester Village | VT | 10/2022 | Present |
| Raymond James Financial Services Advisors, Inc. | Manchester Village | VT | 02/2023 | Present |
(1)Name of Business: Watershed Wealth Management Address: 5293 Main Street, Manchester, VT, 05255, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/05/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Sales Assistant
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-03 |
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