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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2022-10-07 |
| TX | RA | APPROVED | 2022-10-07 |
Branch Locations
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
15 Lake Street, Wolfeboro, NH 03894 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 12/2018 | 10/2022 |
| Antilles School | St. Thomas | VI | 07/2017 | 11/2018 |
| Jeff Mcguinness | Wolfeboro | NH | 01/2017 | 06/2017 |
| Huggins Hopsital | Wolfeboro | NH | 03/2015 | 01/2017 |
| Raymond James Financial Services, Inc. | Wolfeboro | NH | 10/2022 | Present |
| Raymond James Financial Services Advisors, Inc | Wolfeboro | NH | 10/2022 | Present |
(1) Name of Business: McGuinness Wealth Advisor Address: 58 N Main Street, Wolfeboro, NH, 03894, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 10/07/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: This is my DBA for my Raymond James Financial Services business. (2) Name of Business: North Atlantic Investment Partners Address: 15 Lake St, Wolfeboro, NH, 03894, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 10/07/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: DBA for branch I run my practice under
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-02 |
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