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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-05-04 |
Branch Locations
3 Executive Park Drive Suite 205, Bedford, NH 03110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sentinel Benefits & Financial Group | Wakefield | MA | 11/2015 | 10/2016 |
| Twin Focus Capital Partners, Llc | Boston | MA | 11/2016 | 09/2017 |
| Sageview Advisory Group, Llc | Irvine | CA | 10/2017 | 12/2018 |
| The Harbor Group, Inc. | Bedford | NH | 01/2019 | 05/2021 |
| Northwest Asset Management | Mercer Island | WA | 06/2021 | 07/2025 |
| Extended Maternity Leave | Bedford | NH | 07/2025 | 11/2025 |
| Commonwealth Financial Network | Waltham | MA | 11/2025 | 05/2026 |
| Raymond James Financial Services Advisors, Inc. | Bedford | NH | 05/2026 | Present |
1) Name of Business: Financial Strategies and Retirement Partners Address: 3 Executive Park Dr Ste 205, Bedford, NH, 03110, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 11/18/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Part of FSRP RIA advisory team. FSRP is an RIA entity in name only.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-06-10 |
| S63 | Uniform Securities Agent State Law Examination | 2011-04-27 |
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