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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-12-13 |
| MA | RA | APPROVED | 2022-11-16 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cantella & Co., Inc. | Boston | MA | 02/2016 | 11/2022 |
| Raymond James Financial Services Inc | Boston | MA | 11/2022 | Present |
| Raymond James Financial Services Advisors | Boston | MA | 11/2022 | Present |
(1) Name of Business: Chestnut Hill Wealth Management Group Address: 1 Beacon St, Boston, MA, 02108-3107, United States Activity Type: Support Company - Non Owner Position/Title: Officer - Vice President, Associate/Employee Investment Related: No Start Date: 12/08/2022 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 11-20 Description of duties: It's a DBA name for one of my split FA numbers (2) Name of Business: Mercator Wealth Management Address: 1 Beacon St. 15th Floor, Boston, MA, 02108, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 01/31/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Probably doing this wrong, but this is my DBA Name
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1991-10-23 |
| S63 | Uniform Securities Agent State Law Examination | 1990-02-06 |
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