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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 2023-02-15
  • MA RA
    APPROVED
    Since 2023-02-15

Branch Locations

2345 Washington Street Suite 101, Newton, MA 02462 • 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
Bentley University Waltham MA 09/2021 02/2022
Belmont Country Club Belmont MA 08/2020 11/2020
Reliant Medical Group Worcester MA 05/2019 08/2019
Bentley University Waltham MA 08/2018 05/2022
The Boathouse & Field Club Edgartown MA 05/2021 08/2021
Pleasant Valley Country Club Sutton MA 04/2018 08/2018
Shamrock Power Sales/ Harp Services Inc. Willington CT 01/2016 08/2022
Shepherd Hill Regional High School Dudley MA 08/2014 06/2018
Raymond James Financial Services Inc Newton Lower Falls MA 08/2022 Present
Raymond James Financial Services Advisors, Inc Newton Lower Falls MA 02/2023 Present
  • 09/2021 → 02/2022
    Bentley University
    Waltham, MA
  • 08/2020 → 11/2020
    Belmont Country Club
    Belmont, MA
  • 05/2019 → 08/2019
    Reliant Medical Group
    Worcester, MA
  • 08/2018 → 05/2022
    Bentley University
    Waltham, MA
  • 05/2021 → 08/2021
    The Boathouse & Field Club
    Edgartown, MA
  • 04/2018 → 08/2018
    Pleasant Valley Country Club
    Sutton, MA
  • 01/2016 → 08/2022
    Shamrock Power Sales/ Harp Services Inc.
    Willington, CT
  • 08/2014 → 06/2018
    Shepherd Hill Regional High School
    Dudley, MA
  • 08/2022 → Present
    Raymond James Financial Services Inc
    Newton Lower Falls, MA
  • 02/2023 → Present
    Newton Lower Falls, MA
Other Businesses

(1) Name of Business: North Atlantic Investment Partners, llc. Address: 2345 Washington St Ste 101, Newton Lower Falls, MA, 02462-1458, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 09/06/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: North Atlantic Investment Partners, llc. is our DBA name for branch BDQ and my employer

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-30
  • S66 Uniform Combined State Law Examination
    2023-01-30

View on SEC IAPD

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