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35 Broadway 2Nd Floor, Taunton, MA 02780 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-10-23 |
| MA | RA | APPROVED | 2024-07-03 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Umass Dartmouth | Dartmouth | MA | 01/2017 | 12/2019 |
| Town Of Middletown | Middletown | RI | 05/2012 | 08/2017 |
| Raymond James Financial Services Advisors, Inc. | Taunton | MA | 04/2022 | 06/2024 |
| Bristol County Savings Bank | Taunton | MA | 06/2018 | 12/2022 |
| Bristol Wealth Group | Taunton | MA | 01/2022 | Present |
NAME OF OBA: SOUTHEASTERN MA FOOTBALL OFFICIALS ASSOCIATION; ADDRESS OF OBA: SOMERSET, MA 02726; NATURE: REFEREEING; INVESTMENT RELATED: NO; TITLE WITH OBA: FOOTBALL OFFICIAL; DUTIES: REFEREE YOUTH AND HIGH SCHOOL FOOTBALL GAMES; START DATE: 06/2022; APPROX. NUMBER OF HOURS/MONTH: 10: APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-12 |
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