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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2018-12-20 |
| TX | RA | APPROVED_RES | 2018-11-30 |
Branch Locations
P.O. Box 15308 Tower Square 1500 Main Street, Ste 900, Springfield, MA 01115-5308 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc | Springfield | MA | 11/2008 | 11/2018 |
| Raymond James Financial Services, Inc. | Springfield | MA | 11/2018 | Present |
| Raymond James Financial Services Advisors, Inc. | Springfield | MA | 11/2018 | Present |
| Us Army National Guard | Wellesley | MA | 11/2018 | Present |
(1) Name of Business: Address: 118 Avondale Road, Longmeadow, MA, 01106, United States Activity Type: Part-Time Activity/Employment Position/Title: Independent Contractor Investment Related: No Start Date: 01/01/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Occasional background actor in motion pictures/television (2) Name of Business: DBA Legacy Private Wealth Address: 1500 Main St, Springfield, MA, 01115, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 02/15/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Owner/Managing Partner for LLC, which is support company for RJFS Independent Contractor Branch Office CYV (3) Name of Business: Paladin Enterprise LLC Address: 1500 Main St Ste 900, Springfield, MA, 01115, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 03/10/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Paladin Enterprise is DBA for RJ Independent Contractor Division business entity, under Paladin Wealth Partners LLC (branch ownership - CYV). DBA approved by RJFS on 09/06/2018.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-04-09 |
| S63 | Uniform Securities Agent State Law Examination | 1990-06-22 |
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