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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2016-02-12 |
Branch Locations
2345 Washington Street Suite 101, Newton Lower Falls, MA 02462 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services,Inc | Wilmington | MA | 01/2016 | Present |
| Raymond James Financial Services Advisors Inc. | Wilmington | MA | 02/2016 | Present |
(1) Name of Business: chritopher szymanski Address: 2345 Washington St Ste 101, Newton Lower Falls, MA, 02462, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 01/08/2020 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: sell life insurance (2) Name of Business: HUB International New England Address: 2345 Washington Street, Newton, MA, 02462, United States Activity Type: Non-variable Insurance Position/Title: Broker Investment Related: Yes Start Date: 08/29/2016 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: receive referrals for life, disability and LTC insurance from a large regional P&C firm. Complete term life, whole life, UL, DI and LTC analysis for referred lead and underwrite/place the fixed product based on the most cost effective plan. (3) Name of Business: KTS Financial Group LLC Address: 2345 Washington St Ste 101, Newton Lower Falls, MA, 02462, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 08/14/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: work with Jason Tholander and Ryan Schott helping clients address financial planning needs (4) Name of Business: North Atlantic Investment Partners Address: 2345 Washington St Ste 101, Newton Lower Falls, MA, 02462-1458, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 08/01/2024 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: waelth management and insurance planning
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 1995-09-28 |
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