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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-02-12
  • MA RA
    APPROVED
    Since 2026-02-12

Branch Locations

400 Unicorn Park Drive Flr 1, Woburn, MA 01801 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Triton Regional School District Byfield MA 08/2006 05/2022
Commonwealth Financial Network Waltham MA 05/2022 02/2026
Touchpoint Financial Advisory Group Woburn MA 10/2022 02/2026
Raymond James Financial Services, Inc. Woburn MA 02/2026 Present
Raymond James Financial Services Advisors, Inc. Woburn MA 02/2026 Present
Western Governors University Millcreek UT 08/2019 02/2021
  • 08/2006 → 05/2022
    Triton Regional School District
    Byfield, MA
  • 05/2022 → 02/2026
    Waltham, MA
  • 10/2022 → 02/2026
    Touchpoint Financial Advisory Group
    Woburn, MA
  • 02/2026 → Present
    Raymond James Financial Services, Inc.
    Woburn, MA
  • 02/2026 → Present
    Woburn, MA
  • 08/2019 → 02/2021
    Western Governors University
    Millcreek, UT
Previous Registrations
Other Businesses

(1)Name of Business: Address: 400 Unicorn Park Dr Fl 1, Woburn , MA, 01801-3365, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 12/07/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Fixed insurance sales (2)Name of Business: Masconomet Regional High School Address: 20 Endicott Rd, Boxford, MA, 01921, United States Activity Type: Part-Time Activity/Employment Position/Title: Other Investment Related: No Start Date: 02/01/2024 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Head Football Coach (3)Name of Business: Touchpoint Financial Address: 400 Unicorn Park Dr Fl 1, Woburn, MA, 01801-3365, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 12/07/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial advisory business.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-02
  • S66 Uniform Combined State Law Examination
    2022-09-02

View on SEC IAPD

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