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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2017-08-22 |
Branch Locations
1 disclosure category 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 |
|---|---|---|---|---|
| Morgan Stanley | Morristown | NJ | 05/2009 | 08/2017 |
| Raymond James Financial Services, Inc. | Morristown | NJ | 08/2017 | Present |
| Raymond James Financial Services Advisors Inc. | Morristown | NJ | 08/2017 | Present |
| International Planning Alliance | Morristown | NJ | 08/2017 | Present |
| Crump Life Insurance Services | Morristown | NJ | 02/2018 | Present |
| Concurrent Advisors | Morristown | NJ | 01/2021 | 12/2022 |
(1)Name of Business: 1792 Wealth Advisors Address: 360 Mount Kemble Ave, Morristown, NJ, 07960, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor, Associate/Employee Investment Related: No Start Date: 08/17/2017 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: 1792 is the DBA name at RJFS (2)Name of Business: Bell Rock Wealth Advisors LLC Address: 360 Mount Kemble Ave, Morristown, NJ, 07960, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 08/20/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner of Support Company (3)Name of Business: Crump Life Insurance Services Address: 360 Mount Kemble Ave, Morristown, NJ, 07960, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 02/21/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Crump has access to fixed insurance (Life, LTC, DI, Medigap) that RJIG does not have on it's platform. (4)Name of Business: International Planning Alliance Address: 360 Mount Kemble Ave, Morristown, NJ, 07960, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 08/29/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: In order to utilize Guardian non-variable insurance products, I must be appointed with Guardian through a Guardian agency.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-13 |
| S66 | Uniform Combined State Law Examination | 2002-01-22 |
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