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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-03-26 |
Branch Locations
2345 Washington Street Suite 101, Newton, MA 02462 • 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 |
|---|---|---|---|---|
| Axa Equitable | Wellesley | MA | 09/2019 | 12/2020 |
| The Bulfinch Group | Needham | MA | 03/2021 | 12/2023 |
| Robert Half (Merrimack Valley Credit Union) | Waltham | MA | 03/2024 | 09/2024 |
| Raymond James Financial Services, Inc. | Newton | MA | 09/2024 | Present |
| The Community Builders | Boston | MA | 12/2016 | 09/2019 |
| Milford Regional Medical Center | Milford | MA | 01/2016 | 09/2019 |
| North Atlantic Investment Partners | Newton | MA | 09/2024 | Present |
| Raymond James Financial Services Advisors, Inc | Newton | MA | 03/2026 | Present |
North Atlantic Investment Partners Not investment-related Newton, MA DBA/Support Company Advisor 09/2024 0 hours per month 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 1992-08-05 |
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