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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2009-05-18 |
Branch Locations
69 Milk Street Suite 108, Westborough, MA 01581 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Hopkinton | MA | 02/2008 | Present |
| Wheelhouse Wealth Advisors | Hopkinton | MA | 01/2015 | Present |
WHEELHOUSE WEALTH ADVISORS; WESTBOROUGH, MA; SUPPORT COMPANY/DBA (NON-OWNER; NON INVESTMENT RELATED; START 1/1/2015; 0 HOURS PER MONTH, O HOURS DURING TRADING; CLIENT SERVICE MANAGER.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 2008-09-26 |
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