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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-07-03 |
| TX | RA | APPROVED | 2024-06-28 |
Branch Locations
34 Main Street Extension Suite 204, Plymouth, MA 02360 • 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 |
|---|---|---|---|---|
| Deutsche Bank Securities Inc. | Boston | MA | 08/2009 | 09/2016 |
| Raymond James & Associates, Inc. | Boston | MA | 09/2016 | 12/2019 |
| Raymond James Financial Services, Inc. | Plymouth | MA | 12/2019 | 06/2024 |
| Raymond James Financial Services Advisors, Inc. | Plymouth | MA | 12/2019 | 06/2024 |
| Jmj Plymouth Llc | Plymouth | MA | 12/2019 | Present |
| Boston Harbor Wealth Advisors | Plymouth | MA | 12/2019 | Present |
| World Investments, Inc. | Lincroft | NJ | 06/2024 | Present |
| Pensionmark Financial Group, Llc | Santa Barbara | CA | 06/2024 | Present |
1. N/A; Investment Related: 34 Main Street Extension suite 204 Plymouth, MA 02360; Life, Disability & Variable Insurance; Insurance Agent; 12/16/2019; 1 hour per month; 1 hour during trading hours; Licensed to sell life, variable and disability insurance. Not currently selling, but may do so in the future.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-03-22 |
| S63 | Uniform Securities Agent State Law Examination | 1993-11-18 |
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