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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-05-11 |
| CT | RA | APPROVED | 2020-07-13 |
Branch Locations
20 Burlington Mall Rd Suite 440, Burlington, MA 01803 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Burlington | MA | 10/2009 | 07/2020 |
| Bank Of America, N.A. | Burlington | MA | 04/2011 | 07/2020 |
| Raymond James & Associates, Inc | Burlington | MA | 07/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 1999-02-26 |
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