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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-06-22 |
| MA | RA | APPROVED | 2026-06-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Branford | CT | 11/2016 | 05/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Inc. | Hartford | CT | 01/2024 | 10/2025 |
| Homemaker | Berlin | CT | 05/2023 | 01/2024 |
| Bank Of America, N.A. | Hartford | CT | 01/2024 | 10/2025 |
| Raymond James Financial Services, Inc. | Holyoke | MA | 06/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Holyoke | MA | 06/2026 | Present |
| Homemaker | West Hartford | CT | 11/2025 | 06/2026 |
| Wells Fargo Bank, Na | Rocky Hill | CT | 12/2012 | 05/2023 |
| Peoples Bank | Holyoke | MA | 06/2026 | Present |
(1) Name of Business: Peoples Wealth Advisory Address: 1866 Northampton St, Holyoke , MA, 01040-2280, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 06/22/2026 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Advisor-
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-20 |
| S63 | Uniform Securities Agent State Law Examination | 2017-02-20 |
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