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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 Dr Suite 205, Bedford, NH 03110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 06/2014 | 05/2026 |
| Financial Strategies Retirement Partners | Bedford | NH | 06/2021 | 05/2026 |
| Raymond James Financial Services Advisors, Inc. | Bedford | NH | 05/2026 | Present |
| Raymond James Financial Services, Inc. | Bedford | NH | 05/2026 | Present |
(1)Name of Business: Financial Strategies 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: 04/01/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I'm an IAR of FSRP the RIA. The RIA was established to provide financial planning services, and currently has no business run through it. It is not set up for asset management and may very well be terminated with the State of NH before our arrival in May 2026. (2)Name of Business: Financial Strategies 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: 06/30/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: IAR of RIA providing financial planning services
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-08 |
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