Best Investors Account Sign in
Current Employers
Raymond James Financial Services Advisors, Inc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-05-04
TX RA APPROVED 2026-05-01
  • MA RA
    APPROVED
    Since 2026-05-04
  • TX RA
    APPROVED
    Since 2026-05-01

Branch Locations

299B Cotuit Road, Sandwich, MA 02563 • 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
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
  • 02/2017 → 03/2017
    North Star Resource Group
    Boston, MA
  • 12/2015 → 01/2017
    Putnam Investments
    Andover, MA
  • 04/2012 → 05/2017
    Clifford Construction
    Billerica, MA
  • 09/2013 → 05/2017
    Merrimack College
    N. Andover, MA
  • 05/2017 → 03/2026
    Osterville, MA
  • 03/2026 → Present
    Raymond James Financial Services, Inc.
    Sandwich, MA
  • 03/2026 → Present
    Sandwich, MA
Previous Registrations
Other Businesses

(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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-10-18
  • S66 Uniform Combined State Law Examination
    2017-10-18
Other Names
  • Matt Clifford

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Sandwich, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor