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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-10-03 |
| TX | RA | APPROVED_RES | 2025-10-02 |
Branch Locations
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 | 03/2002 | 10/2025 |
| Raymond James Financial Services Advisors, Inc. | Ludlow | MA | 10/2025 | Present |
| Raymond James Financial Services, Inc. | Ludlow | MA | 10/2025 | Present |
(1)Name of Business: PV Financial Group, inc. Address: 535 East St, Ludlow, MA, 01056-3059, United States Activity Type: Support Company - Owner Position/Title: Officer - Treasurer, Officer - President, Officer - Secretary Investment Related: No Start Date: 04/01/2002 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Run the day to day management of the company and have face to face interaction with clients in regards to their financial planning needs. (2)Name of Business: PV Financial Group/Community Financial Services Address: 535 East St, Ludlow, MA, 01056-3059, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 03/01/2002 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Sell and service fixed insurance with outside carriers such as life insurance (term/universal/whole), disability insurance, long-term care, fixed annuities
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 1992-03-13 |
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