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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-12-26 |
| MA | RA | APPROVED | 2019-05-13 |
Branch Locations
2345 Washington Street Suite 101, Newton Lower Falls, MA 02462 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Newton Lower Falls | MA | 06/2018 | Present |
| Independent Living Innovations Llc | Waltham | MA | 10/2018 | 04/2019 |
| The University Of Alabama | Tuscaloosa | AL | 08/2014 | 05/2018 |
| Raymond James Financial Services Advisors, Inc. | Newton Lower Falls | MA | 04/2019 | Present |
| Kts Financial Group | Newton Lower Falls | MA | 06/2018 | 01/2022 |
North Atlantic Investment Partners, LLC. Address: Newton Lower Falls, MA Nature of the Business: Support Company/DBA (Non-Owner) Position/Title: Employee Investment Related:No Start Date: 11/26/2019 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: Operations Manager.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-24 |
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