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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2017-11-06 |
Branch Locations
74 Brick Blvd Bldg 2 Suite 103, Brick, NJ 08723 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kb Financial Partners, Llc. (M Holdings Sec, Inc.) | Point Pleasant | NJ | 06/2016 | 09/2016 |
| Unemployed | Toms River | NJ | 09/2016 | 03/2017 |
| Raymond James Financial Services, Inc. | Toms River | NJ | 03/2017 | Present |
| Raymond James Financial Services Advisors Inc. | Toms River | NJ | 11/2017 | Present |
(1)Name of Business: Banyan Wealth Address: 74 Brick Blvd Bldg 2 Ste 103, Brick, NJ, 08723-7984, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 12/28/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Service Associate - this is my DBA branding.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-05-15 |
| S63 | Uniform Securities Agent State Law Examination | 2004-03-09 |
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