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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-12-15 |
Branch Locations
500 Office Center Drive Ste. 400, Fort Washington, PA 19034 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Jenkintown | PA | 07/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Jenkintown | PA | 11/2016 | 12/2022 |
| Raymond James Financial Services, Inc | Fort Washington | PA | 12/2022 | Present |
| Raymond James Financial Services Advisors Inc | Fort Washington | PA | 12/2022 | Present |
| 1792 Wealth Advisors, Llc | Morristown | NJ | 12/2022 | Present |
(1)Name of Business: 1792 Wealth Advisors, LLC Address: 500 Office Center Dr, Fort Washington, PA, 19034-3219, United States Activity Type: Support Company - Non Owner Position/Title: Officer - Vice President Investment Related: No Start Date: 12/14/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (2)Name of Business: Sterlingbridge Insurance Agency, Inc. Address: 500 Office Center Dr Ste 400, Fort Washington, PA, 19034-3234, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 04/02/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: SBIA (Sterlingbridge) will be my GA for placing, any and all, non variable life insurance products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-01-08 |
| S63 | Uniform Securities Agent State Law Examination | 1989-03-03 |
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