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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-05-04 |
| TX | RA | APPROVED | 2026-05-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| North Star Resource Group | Boston | MA | 02/2017 | 03/2017 |
| Putnam Investments | Andover | MA | 12/2015 | 01/2017 |
| Clifford Construction | Billerica | MA | 04/2012 | 05/2017 |
| Merrimack College | N. Andover | MA | 09/2013 | 05/2017 |
| Ameriprise Financial Services, Llc | Osterville | MA | 05/2017 | 03/2026 |
| Raymond James Financial Services, Inc. | Sandwich | MA | 03/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Sandwich | MA | 03/2026 | Present |
(1)Name of Business: Clifford Capital Management, LLC Address: 299B Cotuit Rd, Sandwich, MA, 02563-2428, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 05/06/2026 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Owner of LLC. This is where all of my funds through Raymond James will flow to organize my personal business structure. (2)Name of Business: North Atlantic Investment Partners Address: 299B Cotuit Rd, Sandwich, MA, 02563, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 03/20/2026 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: I am a financial advisor in the cape cod branch for NAIP.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-18 |
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