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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-17 |
| FL | RA | APPROVED | 2026-05-13 |
| MA | RA | APPROVED | 2026-05-11 |
Branch Locations
Lynnfield, MA • 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 |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 07/2010 | 05/2026 |
| Touchpoint Financial Advisor Group | Woburn | MA | 07/2010 | 02/2026 |
| Raymond James Financial Services Advisors, Inc. | Lynnfield | MA | 05/2026 | Present |
| Raymond James Financial Services, Inc. | Lynnfield | MA | 05/2026 | Present |
(1) Name of Business: Touchpoint Financial Address: 12810 Guildford Ter, Fort Myers, FL, 33913, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 05/11/2026 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Financial Advising (2) Name of Business: Touchpoint Financial Advisor Group Address: 12810 Guildford Ter, Fort Myers, FL, 33913, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 07/04/2010 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Financial Advisor - Financial Advising
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-13 |
| S63 | Uniform Securities Agent State Law Examination | 1991-03-26 |
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