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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-08 |
| NC | RA | APPROVED | 2026-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Burlington | NC | 07/2018 | 06/2021 |
| Precision For Value | New York City | NY | 05/2017 | 08/2017 |
| Elon University | Elon | NC | 08/2017 | 06/2018 |
| Elon University | Elon | NC | 08/2016 | 05/2017 |
| Raymond James Financial Services Advisors Inc. | Burlington | NC | 09/2018 | 06/2021 |
| Commonwealth Financial Network | Waltham | MA | 06/2021 | 06/2025 |
| Commonwealth Financial Network | Waltham | MA | 06/2025 | 03/2026 |
| Raymond James Financial Services Advisors, Inc. | Burlington | NC | 03/2026 | Present |
(1) Name of Business: Blaser Investment Management Group, Inc Address: 3065 S Church St, Burlington, NC, 27215, United States Activity Type: Support Company - Owner Position/Title: Other, Officer - Secretary Investment Related: No Start Date: 03/31/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: What is your role in relation to this activity? Board Member, Chair of the Board, Director\n\nI am listed as the secretary of Blaser Investment Management Group Inc. I am also a minority owner. My role as secretary is to approve expenses and sign checks when necessary. (2) Name of Business: Blaser Investment Management Group, Inc Address: 3065 S Church St, Burlington, NC, 27215, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/07/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: By April 7th, after joining Raymond James, I will buy/ own 40% of Blaser Investment Management Group, Inc. I will be holding myself out as both a Partner of the firm and as a Financial Advisor.\n
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-30 |
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