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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2023-06-23 |
| TX | RA | APPROVED | 2023-06-22 |
Branch Locations
970 Baxter Blvd Suite 204, Portland, ME 04103 • 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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 10/2005 | 04/2023 |
| Raymond James Financial Services, Inc. | Portland | ME | 06/2023 | Present |
| Raymond James Financial Services Advisors, Inc. | Portland | ME | 06/2023 | Present |
| North Atlantic Investment Partners, Llc | Portland | ME | 06/2023 | Present |
(1)Name of Business: Address: 31 Portland Ave, Old Orchard Beach, ME, 04064, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 06/01/2015 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: OOB, ME: Summer weekly rental. Own home. Evolve vacation rentals manages scheduling and all necessary vacation renter needs and requests.\n\nSouth Portland, ME: 12-month rental. Own home. No management company.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-09-04 |
| S63 | Uniform Securities Agent State Law Examination | 2006-01-16 |
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