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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-08-28 |
Branch Locations
195 Church Street 7Th Floor, New Haven, CT 06510 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 05/2014 | 05/2019 |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 05/2014 | 05/2019 |
| Lpl Financial Llc | North Haven | CT | 05/2019 | 08/2025 |
| Raymond Wealth Advisors | New Haven | CT | 08/2025 | Present |
| Raymond James Financial Services, Inc. | New Haven | CT | 08/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | New Haven | CT | 08/2025 | Present |
Raymond Wealth Advisors Non-Investment Related Hamden, Connecticut DBA/Support Company Advisor Started: 2018 0 hrs per month 0 hrs during trading hrs
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-05-10 |
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