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69 Winn Street, Burlington, MA 01803 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2022-02-02 |
| TX | RA | APPROVED_RES | 2021-10-29 |
| MA | RA | APPROVED | 2018-12-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | St. Pete | FL | 05/2007 | Present |
| Raymond James Financial Services Advisors Inc. | Burlington | MA | 04/2009 | Present |
(1)Name of Business: 69 winn LLC Address: 69 winn street, burlington, MA, 01803, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 02/01/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: none. bought the office building which we currently rent out (2)Name of Business: bradford b nichols Address: 69 winn street, burlington, MA, 01803, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 01/01/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: sale of life health LTC and disability (3)Name of Business: New England Financial Planning Group Address: 69 Winn St, Burlington, MA, 01803, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/01/2015 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 21-40 Description of duties: participate in investment committee member, investment research and allocation amounts as well as general product research. compliance officer
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-03-19 |
| S63 | Uniform Securities Agent State Law Examination | 1995-07-10 |
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