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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-11-21 |
Branch Locations
2345 Washington St Suite 101, Newton Lower Falls, MA 02462 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 04/2019 | 11/2023 |
| Planmember Securities | Norfolk | MA | 08/2012 | 02/2019 |
| Raymond James Financial Services, Inc | Newton Lower Falls | MA | 11/2023 | Present |
| Raymond James Financial Advisor, Inc | Newton Lower Falls | MA | 11/2023 | Present |
| North Atlantic Investment Partners | Newton Lower Falls | MA | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-03 |
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