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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2020-08-10 |
Branch Locations
20 Burlington Mall Rd Suite 440, Burlington, MA 01803 • United States
Burlington, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Burlington | MA | 04/2014 | 07/2020 |
| Raymond James & Associates, Inc. | Burlington | MA | 07/2020 | Present |
(1)Name of Business: Address: 186 Middlesex Turnpike, Burlington, MA, 01803, United States Activity Type: Part-Time Activity/Employment Position/Title: Other Investment Related: No Start Date: 01/03/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Master's Swim Coach- swim coach
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 2012-11-27 |
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