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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2021-06-21 |
Branch Locations
360 Mount Kemble Avenue, Morristown, NJ 07960 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Morristown | NJ | 11/2007 | 04/2019 |
| Montgomery Wealth Management Llc | Morristown | NJ | 04/2019 | Present |
| M.S. Howells & Co | Scottsdale | AZ | 11/2019 | 01/2021 |
| Raymond James Financial Services, Inc | Morristown | NJ | 06/2021 | Present |
| Raymond James Financial Services Advisors, Inc | Morristown | NJ | 06/2021 | Present |
| Raymond James Financial Services, Inc | Morristown | NJ | 01/2021 | 06/2021 |
(1) Name of Business: 1792 Wealth Advisors Address: 360 Mount Kemble Ave, Morristown, NJ, 07960-6834, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/06/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Investment research, management of model portfolios, rebalancing and trading client accounts.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-03-15 |
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