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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-09-23 |
| NJ | RA | APPROVED | 2017-08-18 |
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 |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Morristown | NJ | 08/2017 | Present |
| Morgan Stanley | Morristown | NJ | 08/2007 | 08/2017 |
| Raymond James Financial Services Advisors Inc. | Morristown | NJ | 08/2017 | Present |
| 1792 Wealth Advisors | Morristown | NJ | 08/2017 | Present |
| Milligan Auction Company | Basking Ridge | NM | 01/2004 | Present |
| Concurrent Advisors | Morristown | NJ | 08/2015 | 04/2025 |
(1)Name of Business: 147 Fuller Ave. LLC Address: 33 Stockmar Drive, Basking Ridge, NJ, 07920, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 05/30/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2)Name of Business: Milligan Auction Company Address: 33 Stockmar Drive, Basking Ridge, NJ, 07920, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 01/01/2004 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Act as Auctioneer for non-profit benefits.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-12-31 |
| S63 | Uniform Securities Agent State Law Examination | 1996-11-19 |
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