Donald Marcel Roy

Current Employers

Employment History

• 03/2003 → 08/2017
  Securities America, Inc.
  Merrimack, NH
• 08/2017 → Present
  Boston Harbor Wealth Advisors, Llc
  Bedford, NH
• 08/2017 → 06/2024
  Raymond James Financial Services, Inc
  Merrimack, NH
• 08/1997 → Present
  Adult Education Classes
  Acton, MA
• 08/2017 → Present
  N. E. Wealth Advisors
  Concord, NH
• 08/2017 → 06/2024
  Raymond James Financial Services Advisors Inc.
  Merrimack, NH
• 06/2024 → Present
  World Investments, Inc.
  Lincroft, NJ
• 06/2024 → Present
  Pensionmark Financial Group, Llc
  Santa Barbara, CA

Previous Registrations

• 2017-08-30 → 2024-06-28
  Raymond James Financial Services Advisors, Inc
  Merrimack, NH
  Bedford, NH
• 2017-08-28 → 2018-10-30
  Boston Harbor Wealth Advisors, Llc
  Merrimack, NH
  Acton, MA
• 2003-03-04 → 2017-08-30
  Securities America Advisors, Inc.
  Merrimack, NH
• 1999-02-04 → 2003-03-03
  Raymond James Financial Services, Inc.
  Nashua, NH

Other Businesses

(1) Name of Business: Address: 2 commerce drive , Bedford , NH, 03110, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 06/26/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am doing research to see if a non variable life insurance product is a viable and suitable solution for a client and because I am doing research was informed that I must complete this document. (2) Name of Business: Boston Harbor wealth advisors Address: 2 commerce drive suite 207, Bedford, NH, 03110, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 08/28/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: FA (3) Name of Business: Medicare Backoffice Address: 2 Commerce Drive, Bedford, NH, 03110, United States Activity Type: Other Position/Title: Other Investment Related: No Start Date: 11/26/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I refer clients to a service via an 800 number that assists individuals in the health care related decisions when enrolling in Medicare. If a client utilizes the services of this organization I am to receive a 25.00 referral fee www.medicarebackoffice.com (4) Name of Business: Merrimack High School adult education Address: Mcelwin Street , Merrimack, NH, 03054, United States Activity Type: Professor/Teacher Position/Title: Investment Related: No Start Date: 01/17/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties:

Exams

• S63 Uniform Securities Agent State Law Examination
  1985-11-01

Designations