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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-11-10 |
Branch Locations
1 Beacon Street 15Th Floor, Boston, MA 02108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Boston | MA | 09/2010 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Boston | MA | 11/2016 | 02/2018 |
| Cantella & Co., Inc. | Boston | MA | 02/2018 | 11/2022 |
| Raymond James Financial Services, Inc. | Boston | MA | 11/2022 | Present |
| Raymond James Financial Services Advisors, Inc. | Boston | MA | 11/2022 | Present |
Name of Business: Chestnut Hill Wealth Management Group Address: 1 Beacon St 15th Floor, Boston, MA, 02116-3936, United Statess Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 11/07/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: N/A
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 1995-11-15 |
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