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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-10-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 03/2018 | 12/2018 |
| Turley Publications | Palmer | MA | 11/2007 | 03/2018 |
| Commonwealth Financial Network | Waltham | MA | 03/2019 | 10/2025 |
| Pioneer Valley Financial Group | Ludlow | MA | 03/2019 | 10/2025 |
| University Of Massachusetts At Amherst | Amherst | MA | 09/2014 | 12/2017 |
| Raymond James Financial Services, Inc. | Ludlow | MA | 10/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Ludlow | MA | 10/2025 | Present |
| Pioneer Valley Financial Group | Ludlow | MA | 10/2025 | Present |
Fixed Insurance Sales Investment Related 535 East Street, Ludlow, MA 01056 Advisor; Research and advising clients and other firm advisors on fixed insurance products Sales and research activities related to fixed insurance products Started: 03/04/2019 20 hrs per month 20 hrs during trading and business hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-01 |
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