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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2015-08-18 |
Branch Locations
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 |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Chelmsford | MA | 07/2015 | Present |
| Raymond James Financial Services Advisors Inc. | Chelmsford | MA | 08/2015 | Present |
| North Road Wealth Partners | Chelmsford | MA | 07/2015 | Present |
(1)Name of Business: Hanley FamilyTR Address: 234 Littleton Rd Unit 2G, Westford, MA, 01886, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 08/12/2013 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: I'm a Trustee along with my mom and sister. (2)Name of Business: North Road Wealth Partners Address: 234 Littleton Rd Unit 2G, Westford, MA, 01886, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 07/21/2015 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-11 |
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