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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2026-05-04
TX RA APPROVED 2026-05-04
  • NH RA
    APPROVED
    Since 2026-05-04
  • TX RA
    APPROVED
    Since 2026-05-04

Branch Locations

3 Executive Park Dr Ste 205, Bedford, NH 03110 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Commonwealth Financial Network Waltham MA 01/1995 05/2026
Financial Strategies Retirement Partners, Llc Bedford NH 05/2008 05/2026
Raymond James Financial Services, Inc. Bedford NH 05/2026 Present
Raymond James Financial Services Advisors, Inc. Bedford NH 05/2026 Present
Previous Registrations
Other Businesses

(1)Name of Business: Address: 3 Executive Park Dr Ste 205, Bedford, NH, 03110, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 01/01/1995 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: term insurance sales (2)Name of Business: Address: 141 Wilson Hill Road, New Boston, NH, 03602, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 01/02/2015 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (3)Name of Business: Financial Strategies Retirement Partners, LLC Address: 3 Executive Park Dr Ste 205, Bedford, NH, 03110, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/02/2007 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Owner and Managing Partner - Owner Position/Title: Other Investment Related: No Start Date: 01/02/2007 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Owner\n\nManaging Partner

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1985-07-19
  • S63 Uniform Securities Agent State Law Examination
    1985-07-19

View on SEC IAPD

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