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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-04-24 |
| MA | RA | APPROVED | 2024-04-09 |
Branch Locations
2344 Washington Street 2Nd Floor, Newton Lower Falls, MA 02462 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 09/2006 | 03/2024 |
| Raymond James Financial Services Advisors, Inc. | Newton Lower Falls | MA | 03/2024 | Present |
| Raymond James Financial Services, Inc. | Newton Lower Falls | MA | 03/2024 | Present |
(1)Name of Business: Address: 39 Tennessee Ave, Nantucket, MA, 02554, United States Activity Type: Other Position/Title: Artist Investment Related: No Start Date: 05/30/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I carve wooden whales and show them in the Artist Association of Nantucket for sale (2)Name of Business: Address: 2344 Washington St Ste 2, Newton Lower Falls, MA, 02462-1475, United States Activity Type: Rental Real Estate Position/Title: Other Investment Related: Yes Start Date: 09/01/2006 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I rent office space in my office to other RJ advisors (3) Lightship Wealth Strategies, Inc.; not investment related; Newton Lower Falls, MA; support company/DBA; Advisor; Started 09/2006 0hrs/month; 0hrs/month during trading hours; Financial Advisor (2)Name of Business: Address: 2344 Washington St Ste 2, Newton Lower Falls, MA, 02462-1475, United States Activity Type: Rental Real Estate Position/Title: Other Investment Related: Yes Start Date: 09/01/2006 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I rent office space in my office to other RJ advisors
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 1985-08-27 |
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