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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-18 |
| CT | RA | APPROVED | 2025-04-30 |
| TX | RA | APPROVED | 2025-04-30 |
Branch Locations
125 Eugene Oneill Dr Suite 100, New London, CT 06320 • United States
Sunny Isles, FL • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | New London | CT | 09/2013 | 04/2025 |
| Raymond James & Associates Inc. | New London | CT | 04/2025 | Present |
09/2016 - Catholic Foundation of Diocese of Norwich, Norwich, CT, Non-profit, Board of Directors, no compensation, devote approx 3 hrs per month, none during business hrs
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 1988-03-24 |
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