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Current Employers
Raymond James Financial Services Advisors, Inc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-10-16
MA RA APPROVED 2020-03-23
  • TX RA
    APPROVED_RES
    Since 2024-10-16
  • MA RA
    APPROVED
    Since 2020-03-23

Branch Locations

201 N Main St, East Longmeadow, MA 01028 • 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
United Bank Vernon MA 10/2016 03/2020
Macys Logistics And Operations South Windsor CT 10/2015 10/2016
Infinex Investments, Inc Vernon CT 10/2016 03/2020
Raymond James Financial Services Advisors, Inc. East Longmeadow MA 03/2020 Present
Raymond James Financial Services, Inc. East Longmeadow MA 03/2020 Present
Peoples Bank Holyoke MA 08/2020 Present
  • 10/2016 → 03/2020
    United Bank
    Vernon, MA
  • 10/2015 → 10/2016
    Macys Logistics And Operations
    South Windsor, CT
  • 10/2016 → 03/2020
    Infinex Investments, Inc
    Vernon, CT
  • 03/2020 → Present
    East Longmeadow, MA
  • 03/2020 → Present
    Raymond James Financial Services, Inc.
    East Longmeadow, MA
  • 08/2020 → Present
    Peoples Bank
    Holyoke, MA
Previous Registrations
Other Businesses

(1)Name of Business: Citizens Restoring Congamond Address: 36 Grove Street , Southwick, MA, 01077, United States Activity Type: Non profit Position/Title: Officer - Treasurer Investment Related: Yes Start Date: 07/07/2022 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 am the treasurer for the CRC. I will help keep the accounts accurate and up to date and report them to the group when we meet which is typically 6 times a year. (2)Name of Business: PeoplesBank Address: 1866 Northampton St , Holyoke , MA, 01040, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 08/21/2020 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Registered Representative (3)Name of Business: PeoplesWealth Advisory Group Address: 201 N Main St , East Longmeadow , MA, 01028, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/21/2020 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Registered Representative

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-02-25
S63 Uniform Securities Agent State Law Examination 2017-01-06
  • S66 Uniform Combined State Law Examination
    2019-02-25
  • S63 Uniform Securities Agent State Law Examination
    2017-01-06
Other Names
  • Michael Orszulak

View on SEC IAPD

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