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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-05-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrimack College | North Andover | MA | 09/2019 | 05/2023 |
| Northwestern Mutual Investment Services Llc | Braintree | MA | 08/2023 | 06/2024 |
| 3 Restaurant | Franklin | MA | 05/2022 | 09/2022 |
| Glenpharmer Distillery | Franklin | MA | 05/2020 | 09/2020 |
| Town Of Franklin Rec Department | Franklin | MA | 01/2016 | 12/2017 |
| Franklin Public Schools | Franklin | MA | 08/2013 | 09/2019 |
| Merrimack College | North Andover | MA | 10/2019 | 05/2024 |
| J.P. Morgan Securities Llc | Boston | MA | 06/2024 | 05/2026 |
| Jpmorgan Chase Bank, N.A. | Boston | MA | 06/2024 | 05/2026 |
| Northwestern Mutual | Braintree | MA | 06/2017 | 06/2024 |
| Northwestern Mutual | Braintree | MA | 06/2022 | 09/2022 |
| 3 Restaurant | Franklin | MA | 08/2018 | 01/2020 |
| Raymond James Financial Services, Inc. | Boston | MA | 05/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Boston | MA | 05/2026 | Present |
(1) Name of Business: Haba Sherry Wealth Management Address: 10 Post Office Sq Fl 8, Boston, MA, 02109, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 05/12/2026 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Advisor. Joining Haba Sherry Wealth Management in 2 weeks.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 2024-01-15 |
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