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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-05-04 |
| TX | RA | APPROVED | 2026-05-04 |
Branch Locations
3 Executive Park Dr Ste 205, Bedford, NH 03110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-07-19 |
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