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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-03-27 |
Branch Locations
65 Central St Suite 102, Georgetown, MA 01833 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Proequities, Inc | North Andover | MA | 05/2006 | 07/2017 |
| Protective Life | North Andover | MA | 02/2006 | 07/2017 |
| Edward Jones | St. Louis | MO | 08/2017 | 03/2024 |
| Raymond James Financial Services Advisors, Inc. | Georgetown | MA | 03/2024 | Present |
| Raymond James Financial Services, Inc. | Georgetown | MA | 03/2024 | Present |
(1)Name of Business: Ryan Nelson Wealth Management Address: 65 Central St Suite 102, Georgetown, MA, 01833, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 03/28/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 2-10 Description of duties: Investing/Financial Planning
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-02 |
| S63 | Uniform Securities Agent State Law Examination | 2007-11-10 |
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