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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-10-15 |
Branch Locations
1252 Elm St Ste 28, West Springfield, MA 01089 • United States
1 Crane Park Dr, Wilbraham, MA 01095 • United States
599 East St, Ludlow, MA 01056 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 03/2016 | 10/2025 |
| Raymond James Financial Services Inc. | Ludlow | MA | 10/2025 | Present |
| Raymond James Financial Services Advisors Inc. | Ludlow | MA | 10/2025 | Present |
(1)Name of Business: Pioneer Valley Financial Group Address: 535 East St, Ludlow, MA, 01056-3059, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 07/01/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Partner - Run day to day operations for the firm, supervise advisors, handle compliance, make business decisions for the entity
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-13 |
| S63 | Uniform Securities Agent State Law Examination | 2007-05-21 |
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