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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-10-17
MA RA APPROVED 2023-06-16
  • TX RA
    APPROVED_RES
    Since 2025-10-17
  • MA RA
    APPROVED
    Since 2023-06-16

Branch Locations

715 Hale Street, Beverly, MA 01915 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services, Inc. Beverly MA 09/2019 02/2023
Raymond James Financial Services, Inc. Beverly MA 02/2023 Present
Construction Management & Builders Beverly MA 01/2013 09/2019
Littlefield & Assoc. Beverly MA 08/2019 Present
Raymond James Financial Services Advisors, Inc Beverly MA 05/2023 Present
Littlefield Wealth Services Littlefield Wealth Services MA 08/2019 Present
Littlefield & Davidson Wealth Services Beverly MA 10/2024 Present
  • 09/2019 → 02/2023
    Raymond James Financial Services, Inc.
    Beverly, MA
  • 02/2023 → Present
    Raymond James Financial Services, Inc.
    Beverly, MA
  • 01/2013 → 09/2019
    Construction Management & Builders
    Beverly, MA
  • 08/2019 → Present
    Littlefield & Assoc.
    Beverly, MA
  • 05/2023 → Present
    Beverly, MA
  • 08/2019 → Present
    Littlefield Wealth Services
    Littlefield Wealth Services, MA
  • 10/2024 → Present
    Littlefield & Davidson Wealth Services
    Beverly, MA
Other Businesses

(1)Name of Business: Littlefield & Associates Address: 715 Hale St, Beverly, MA, 01915-2138, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/01/2019 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: I am employed by Littlefield & Associates (2)Name of Business: Littlefield & Davidson Wealth Services Address: 715 Hale St, Beverly, MA, 01915-2138, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/01/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Hold myself out as a representative of Littlefield & Davidson Wealth Services. Do not receive compensation from this company. (3)Name of Business: Littlefield Wealth Services Address: 715 Hale St, Beverly, MA, 01915-2138, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/01/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Hold myself out as an representative of Littlefield Wealth Services. Do not receive compensation from this company.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-11
  • S66 Uniform Combined State Law Examination
    2023-05-11

View on SEC IAPD

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