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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2023-05-19 |
| FL | RA | APPROVED | 2022-06-22 |
Branch Locations
2273 Congress Street, Portland, ME 04102 • United States
Falmouth, ME • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 01/2014 | 05/2022 |
| Raymond James Financial Services, Inc | Saint Petersburg | FL | 05/2022 | Present |
| Raymond James Financial Services Advisors, Inc | Saint Petersburg | FL | 05/2022 | Present |
| Concurrent Advisors | Saint Petersburg | FL | 05/2022 | 02/2023 |
| Financial Benefit Services Corporation | Portland | ME | 05/2023 | Present |
(1)Name of Business: Financial Benefit Services Corporation Address: 2273 Congress St, Portland, ME, 04102-1907, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/19/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Fixed Product Agent (2)Name of Business: Mrs Fit Financial Address: 48 Longwoods Rd, Falmouth, ME, 04102, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 10/18/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This LLC was created to have a business bank account for tax purposes/accounting purposes/payroll purposes. (3)Name of Business: TBD Connections Address: 251 US Route One, Falmouth, ME, 04105, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Director Investment Related: No Start Date: 01/01/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: As the leader of the networking group, I will be responsible for organizing weekly meetings with a co-director who owns a local candy store.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-12 |
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