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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-05-04 |
| TX | RA | APPROVED | 2026-05-04 |
Branch Locations
3 Executive Park Dr Ste 205, Bedford, NH 03110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 01/2007 | 05/2026 |
| Financial Strategies Retirement Partners, Llc | Bedford | NH | 05/2008 | 03/2026 |
| Raymond James Financial Services Inc. | Bedford | NH | 05/2026 | Present |
| Raymond James Financial Services Advisors Inc. | Bedford | NH | 05/2026 | Present |
| Financial Strategies Retirement Partners Fsrp | Bedford | NH | 01/2007 | 05/2026 |
(1)Name of Business: Address: 3 Executive Park Dr Ste 205, Bedford, NH, 03110, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 01/01/2007 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Primarily fixed insurance and term insurance (2)Name of Business: Financial Strategies Retirement Partners Address: 3 Executive Park Dr Ste205, Bedford, NH, 03110, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/01/2007 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Partner\n\nProvide support to the practice and management of staff in 401k and wealth management.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-07-11 |
| S63 | Uniform Securities Agent State Law Examination | 1992-03-28 |
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