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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2024-07-18 |
| MA | RA | APPROVED | 2024-07-03 |
| TX | RA | APPROVED | 2024-06-28 |
Branch Locations
1400 Computer Drive, Suite 201, Westborough, MA 01581 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investment | Boston | MA | 06/2007 | 06/2019 |
| Raymond Ajmes Financial Services, Inc | N. Chelmsford | MA | 07/2019 | 06/2024 |
| Boston Harbor Wealth Advisors | Westborough | MA | 07/2019 | Present |
| World Investments, Inc. | Lincroft | NJ | 06/2024 | Present |
1. Various; Investment Related; 1400 Computer Drive, Suite 201, Westborough, MA 01581; Providing Insurance Products to clients and their families - Life, health, and accident insurance; Insurance Agent; 6/28/2024; 5 hours per month; 5 hours during trading hours; Providing insurance related products like annuities, life insurance, and long-term care insurance to clients that need it. 2.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-03 |
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