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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-02-15 |
Branch Locations
2345 Washington Street Suite 101, Newton, MA 02462 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-30 |
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