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Account
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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-04-24 |
| TX | RA | APPROVED | 2024-04-18 |
Branch Locations
20 Burlington Mall Rd Suite 440, Burlington, MA 01803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Peabody | MA | 06/1992 | Present |
| Bank Of America, Na | Burlington | MA | 09/2009 | Present |
| Raymond James & Associates, Inc | Burlington | MA | 04/2024 | Present |
I*: 1692394 Entity Type: Name of OBA: Horizons Condominium Owners Association Address: Ogunquit, ME Investment Related: No Position, Title, Association: Director Employee Start Date: 02/12/2024 Number of Hours: 4 hrs monthly Number of Hours during trading: 0 Duties: As a member of the Board of Directors - the Board makes decisions, sets policy, establishes the budget, and determines which projects to complete and when they get done for the Association.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-06-16 |
| S63 | Uniform Securities Agent State Law Examination | 1992-08-12 |
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