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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-06-25 |
| TX | RA | APPROVED | 2026-06-22 |
Branch Locations
66 West Street Suite 205, Pittsfield, MA 01201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Pittsfield | MA | 10/2014 | 06/2026 |
| Raymond James Financial Services Inc. | Pittsfield | MA | 06/2026 | Present |
| Raymond James Financial Services Advisors Inc. | Pittsfield | MA | 06/2026 | Present |
(1) Name of Business: kirby investment strategy, LLC Address: 66 West St Ste 205, Pittsfield, MA, 01201, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 06/21/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Service clients and manage money.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-02-12 |
| S63 | Uniform Securities Agent State Law Examination | 1980-10-15 |
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