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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2021-10-27 |
| TX | RA | APPROVED | 2021-10-22 |
Branch Locations
31 East Ridgewood Ave Floor 2, Office 1, Ridgewood, NJ 07450 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Paramus | NJ | 12/2011 | 10/2021 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | 10/2021 |
| Raymond James Financial Services, Inc. | Ridgewood | NJ | 10/2021 | Present |
| Raymond James Financial Services Advisors, Inc. | Ridgewood | NJ | 10/2021 | Present |
| Montagna Wealth Management | Woodcliff Lake | NJ | 10/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | 10/2021 |
(1)Name of Business: Montagna Wealth Management LLC Address: 50 Tice Blvd., Woodcliff Lake, NJ, 07677, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor, Other Investment Related: No Start Date: 10/22/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Branch Manager, Financial Advisor, Portfolio Manager, Research, Portfolio Construction & Design, Portfolio Maintenance. Market Analysis.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 2002-05-17 |
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