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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-05-26 |
| TX | RA | APPROVED_RES | 2020-07-09 |
Branch Locations
20 Burlington Mall Rd Suite 440, Burlington, MA 01803 • United States
Vero Beach, FL • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Peabody | MA | 10/1992 | 07/2020 |
| Bank Of America,N.A. | Burlington | MA | 06/2011 | 07/2020 |
| Raymond James & Associates, Inc | Boston | MA | 07/2020 | Present |
| Raymond James & Associates, Inc. | Vero Beach | FL | 05/2021 | Present |
(1)Name of Business: Author Address: 515 Gardenia Lane, Vero Beach, FL, 32963, United States Activity Type: Other Position/Title: Author Investment Related: No Start Date: 08/04/2020 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Publish - Promote - Interviews/Speak about the book topic (2)Name of Business: Mentor Address: Virtual, Boston, MA, 02129, United States Activity Type: Other Position/Title: Consulting Investment Related: No Start Date: 08/24/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I would be advising and assisting groups, communities to develop and properly design local currencies - like the "berkshares" in the Berkshires
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-05-28 |
| S63 | Uniform Securities Agent State Law Examination | 1993-01-11 |
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