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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-05-11 |
| CT | RA | APPROVED | 2020-07-09 |
Branch Locations
20 Burlington Mall Rd Suite 440, Burlington, MA 01803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Burlington | MA | 12/2015 | 07/2020 |
| David's World Famous | Woburn | MA | 07/2016 | 12/2025 |
| Bank Of America, N.A. | Burlington | MA | 08/2016 | 07/2020 |
| Raymond James & Associates | Burlington | MA | 07/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-07 |
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