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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2023-01-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | West Hartford | CT | 11/2017 | 07/2022 |
| Liberty Bank | West Hartford | CT | 04/2016 | 11/2017 |
| Nordstrom, Inc. | Seattle | WA | 11/2016 | 05/2017 |
| Raymond James Financial Services, Inc. | Simsbury | CT | 01/2023 | Present |
| Unemployed | Hadlyme | CT | 07/2022 | 01/2023 |
| Raymond James Financial Services Advisors, Inc | Simsbury | CT | 01/2023 | Present |
| Liberty Bank | Simsbury | CT | 01/2023 | Present |
(1)Name of Business: Liberty Bank Investment Services Address: 981 Hopmeadow St, Simsbury, CT, 06070-1826, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/03/2023 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial advisor, comprehensive wealth management, investment/retirement planning for clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-17 |
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