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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-02-11 |
| TX | RA | APPROVED | 2026-02-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 09/2017 | 08/2024 |
| Doyon's Modern Home | Reading | MA | 05/2012 | 09/2017 |
| University Of Massachusetts Lowell | Lowell | MA | 09/2022 | 05/2024 |
| Commonwealth Financial Network | Waltham | MA | 08/2024 | 02/2026 |
| Raymond James Financial Services Inc. | Woburn | MA | 02/2026 | Present |
| Raymond James Financial Services Advisors Inc. | Woburn | MA | 02/2026 | Present |
1) Name of Business: Address: 400 Unicorn Park Dr Fl 11, Woburn, MA, 01801-3365, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 07/14/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Can solicit non variable insurance. (2) Name of Business: Christ the King Parish Address: 186 Woburn Street , Reading , MA, 01867, United States Activity Type: Religious Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 07/28/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: To meet and discuss the current and future financial status and needs of the church. (3) Name of Business: J.W. Nolan Wealth Management Address: 400 Unicorn Park Dr Fl 1, Woburn, MA, 01801-3365, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 06/11/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is an S Corp for the purposes of tax efficiency recommended by my accountant. (4) Name of Business: Touchpoint Financial Advisor Group Address: 400 Unicorn Park Dr Fl 1, Woburn, MA, 01801-3365, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 06/09/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is a DBA for our practice.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-20 |
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