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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2023-05-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Concord | NH | 10/2021 | 05/2023 |
| Davidson & Stone, Pllc | Concord | NH | 08/2021 | Present |
| Graham & Graham, P.C. | Laconia | NH | 01/2013 | 06/2020 |
| Unemployed | Concord | NH | 06/2020 | 07/2020 |
| Robert L. Corallino, Cpa, Pc | Manchester | NH | 07/2020 | 07/2021 |
| Unemployed | Concord | NH | 07/2021 | 08/2021 |
| Raymond James Financial Services, Inc. | Concord | NH | 05/2023 | Present |
| Raymond James Financial Services Advisors, Inc. | Concord | NH | 05/2023 | Present |
| Davidson & Sons | Concord | NH | 08/2021 | Present |
(1)Name of Business: D & B Real Estate Holdings, LLC Address: 1 Pillsbury St Ste 100, Concord, NH, 03301-3556, United States Activity Type: Business Owner Position/Title: Partner Investment Related: Yes Start Date: 08/27/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: I, along with other partners, bought a share of a commercial property, in which our accounting practice as well as our Raymond James practice will eventually operate out of. There are enouhg units in the building that we will also be renting out the unused units to other tenants. The building is currently fully rented, so it is an investment property until we move into it. (2)Name of Business: Davidson & Sons Address: 1 Pillsbury St Ste 100, Concord, NH, 03301-3556, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/01/2021 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 11-20 Description of duties: I provide support to other financial advisors as well as provide financial advisor services to clients (3)Name of Business: Davidson & Stone. PLLC Address: 1 Pillsbury St Ste 100, Concord, NH, 03301-3556, United States Activity Type: Accounting/CPA Position/Title: Associate/Employee Investment Related: No Start Date: 08/01/2021 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41-80 Description of duties: Prepare Tax Returns and Financial Statements, provide assistance with tax disputes, tax planning, and general business start-up or management questions.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-10 |
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