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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-23 |
| NY | RA | APPROVED | 2024-03-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Latham | NY | 10/2007 | 03/2024 |
| Marin Wealth Solutions, Inc. | Latham | NY | 04/2009 | 03/2024 |
| Raymond James Financial Services Advisors Inc. | Latham | NY | 01/2009 | 03/2024 |
| Advisors Insurance Brokers | Clifton Park | NY | 01/2019 | Present |
| Commonwealth Financial Network | Waltham | MA | 03/2024 | Present |
| Marin Wealth Solutions | Clifton Park | NY | 03/2024 | Present |
1.Owner and President, Marin Wealth Solutions, Inc., a private entity established to facilitate securities, advisory, and brokerage business; Located at 26 Torrey Pines Clifton Park, NY 12065 as of 10/01/2007; 15% time spent during business hours; Conducted at branch; Investment related. 2.Fixed insurance sales; Located in Clifton Park, NY, as of 03/07/2024, 5% time spent during business hours; Conducted at branch location; Investment related. 3.Co-owner and managing member, 951 Route 146, LLC, a private entity created for owning the office space for Marin Wealth Solutions, Inc. as of 12/11/2020; 5% time spent during business hours; Not conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-10-21 |
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