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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-06-03 |
Branch Locations
3 Executive Park Drive Suite 205, Bedford, NH 03110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Boston Wealth Strategies | Needham | MA | 01/2022 | 08/2022 |
| Qualified Benefits, Inc. (Qbi) | Woodland Hills | CA | 03/1998 | 01/2022 |
| Boston Wealth Strategies | Needham | MA | 08/2022 | 01/2025 |
| Commonwealth Financial Network | Waltham | MA | 12/2021 | 05/2026 |
| Financial Strategies Retirement Partners | Bedford | NH | 02/2025 | 05/2026 |
| Raymond James Financial Services, Inc. | Bedford | NH | 05/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Bedford | NH | 05/2026 | Present |
(1) Name of Business: FSRP Address: 3 Executive Park Dr Ste 205, Bedford, NH, 03110, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 01/27/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Advisor. Employee of FSRP.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-28 |
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