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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-25 |
| NH | RA | APPROVED | 2018-11-05 |
Branch Locations
410 Amherst Street Suite 275, Nashua, NH 03063 • United States
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, Inc | Nashua | NH | 06/2009 | 10/2018 |
| Geodesic Financial Services | Nashua | NH | 10/2014 | Present |
| Raymond James Financial Services Advisors, Inc. | Nashua | NH | 06/2009 | 10/2018 |
| Commonwealth Financial Network | Waltham | MA | 10/2018 | Present |
1. Owner, Geodesic Financial Services, LLC, a private entity established to facilitate securities, advisory, and insurance business; As of 06/04/2009; Approximately 5% time spent during securities trading hours per month; Conducted at branch location; Investment related. 2. Fixed insurance sales, as an Agent; As of 09/15/2018; Approximately 5% time spent during securities trading hours per month; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 1999-03-05 |
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