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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2009-06-29 |
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 | Nashua | NH | 06/2009 | Present |
| Raymond James Financial Services Advisors, Inc | Nashua | NH | 06/2009 | Present |
(1)Name of Business: Address: 49 Canal Street Nashua NH 03060, Nashua, NH, 03060, United States Activity Type: Non-variable Insurance Position/Title: Other Investment Related: Yes Start Date: 09/23/2009 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Local Insurance agent handles medical plan I handle dental plan (2)Name of Business: Bishop Guertin High School Address: 194 Lund Road , Nashua, NH, 03060, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Finance/Investment Committee Member, Other Investment Related: Yes Start Date: 09/23/2009 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Review school budget and investment programs managed by outside investment manager and also member of golf committee planning the event. This is a non-profit private school. In type of organization below they do not have this as a choice. (3)Name of Business: D&G Services LLC Address: 89 Brody Lane, Hudson, NH, 03051, United States Activity Type: Real Estate Brokerage/ Agent or Development Position/Title: Investment Related: No Start Date: 10/12/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (4)Name of Business: GCP Financial Services, LLC Address: Branch 8NQ, Nashua, NH, 03060, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 07/16/2009 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner of Support company (5)Name of Business: NA Address: client business, Nashua, NH, 03060, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 07/11/2011 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Life Insurance Sales (6)Name of Business: NA Address: Client Business, Nashua, NH, 03060, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: No Start Date: 09/25/2009 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Life Insurance Sales and/or service
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-05-07 |
| S63 | Uniform Securities Agent State Law Examination | 1983-08-04 |
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