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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-02-12 |
| TX | RA | APPROVED | 2026-02-02 |
Branch Locations
400 Unicorn Park Drive 1St Flr, Woburn, MA 01801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Woburn | MA | 01/2014 | 02/2026 |
| Raymond James Financial Services, Inc. | Woburn | MA | 02/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Woburn | MA | 02/2026 | Present |
(1)Name of Business: Touchpoint Financial Address: 400 Unicorn Park Dr, Woburn, MA, 01801-3365, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 01/01/2014 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Pay expenses of entity (2)Name of Business: Touchpoint Financial Address: 400 Unicorn Park Dr Fl 1, Woburn, MA, 01801-3365, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: No Start Date: 02/02/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: manage annuities sold by previous advisors.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-05-05 |
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