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35 Broadway 2Nd Floor, Taunton, MA 02780 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-10-22 |
| MA | RA | APPROVED | 2024-07-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services Advisors, Inc | Taunton | MA | 09/2009 | 06/2024 |
| Bristol Wealth Group | Taunton | MA | 01/2018 | Present |
| Private Client Services | Taunton | MA | 06/2024 | 10/2025 |
1) Boys & Girls Club of Metro South. Taunton, MA 02780. 501(c)3 local chapter of National youth service/organization. Board member. 2 hrs/mo; 0 during trading hrs. Not investment related. 2) Bridgewater State University Foundation. Bridgewater, MA 02325. 501(c)3 University Foundation. Elected trustee, past board chair. 2 hrs/mo; 0 during trading hrs. Not investment related. 3) Massachusetts Maritime Academy Foundation. Buzzards Bay, MA 02532. 501(c)3 academy/college foundation. Trustee/board member. 2 hrs/mo; 0 during trading hrs. Not investment related. 4) RFG-Bristol Wealth Advisors, LLC DBA Bristol Wealth Group. Taunton, MA 02780. RIA. 160 hrs/mo; 160 during trading hrs. 5) Ricciardi College of Business Advisory Board. Harrington Hall, Bridgewater State University, Bridgwater, MA 02325. Advisory board for College of Business. Board member. 2 hrs/mo; 0 during trading hrs. Not investment related. 6) Rotary Club of the Bridgewaters (MA). Community service organization, local chapter. Member. 4 hrs/mo; 0 during trading hrs. Not investment related. 7) Taunton Development Corp. Church Green, Taunton, MA 02780. Non profit 501(c)6. Land development company that has built two industrial parks for the city of Taunton, MA. Board President, overseeing meetings, vetting business interests in the park. 3 hrs/mo; 0 during trading hrs. (8.) NAME OF OBA: BRISTOL COUNTY SAVINGS BANK; ADDRESS OF OBA: TAUNTON, MA 02780; NATURE: DIRECTOR; INVESTMENT RELATED: NO; TITLE WITH OBA: DIRECTOR; DUTIES: MONTHLY BOARD MEETINGS TO DISCUSS AND TAKE ACTION ON ITEMS PERTAINING TO THE BANK; START DATE: 12/1992; APPROX. NUMBER OF HOURS/MONTH: 4; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 4
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-04-24 |
| S63 | Uniform Securities Agent State Law Examination | 1981-10-01 |
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