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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-06-27 |
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 |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Peabody | MA | 08/2011 | 06/2023 |
| Raymond James Financial Services, Inc. | Newton | MA | 06/2023 | Present |
| Raymond James Financial Services Advisors, Inc. | Newton | MA | 06/2023 | Present |
| Rg Wealth Management Group | Newton | PA | 06/2023 | Present |
(1)Name of Business: RG Wealth Management Group Address: 373 Boylston St, Newton, MA, 02459-2844, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 06/15/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Giovanni Galbiati and myself own this LLC to run our RJFS practice. We do not hold it out publicly. We pay our expenses and w-2 payroll, ourselves.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 1986-05-23 |
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