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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-02-12 |
Branch Locations
400 Unicorn Park Drive Flr 1, Woburn, MA 01801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-02 |
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