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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2012-12-06 |
Branch Locations
315 Main Street 1St Floor, Middletown, CT 06457 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Middletown | CT | 07/2007 | Present |
| Raymond James Financial Services Advisors Inc. | Middletown | CT | 12/2012 | Present |
| Liberty Bank Investment Services | Middletown | CT | 07/2007 | Present |
| Liberty Bank | Middletown | CT | 06/2015 | Present |
(1) Name of Business: Liberty Bank Address: 315 Main St Fl 1, Middletown, CT, 06457, United States Activity Type: Bank or Credit Union Associate Position/Title: Officer - Vice President Investment Related: Yes Start Date: 06/04/2015 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Advisor (2) Name of Business: Liberty Bank Investment Services Address: 315 Main St Fl 1, Middletown, CT, 06457, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 07/01/2007 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 2001-12-17 |
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