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69 Winn Street, Burlington, MA 01803 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 1996-03-14 |
| MA | RA | APPROVED | 1995-05-09 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Burlington | MA | 02/1979 | 03/2022 |
| New England Financial Planning Group | Burlington | MA | 03/2005 | Present |
| Raymond James Financial Services Advisors Inc. | Burlington | MA | 02/2016 | Present |
| Raymond James Financial Services, Inc. | Burlington | MA | 03/2022 | Present |
| Nefpg, Llc | Burlington | MA | 08/2018 | Present |
(1)Name of Business: nefpg,llc Address: 69 Winn St, Burlington, MA, 01803-4806, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/31/2019 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: General Support (2)Name of Business: Suffolk County Probate Court Address: 57 Orchard Park Ln, Hudson, NH, 03051, United States Activity Type: Control Person Position/Title: Personal representative (Acting) Investment Related: Yes Start Date: 09/01/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Acting as a " co-personal representative" for a deceased cousins estate probate process
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1981-02-09 |
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