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Ponte Vedra, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2013-06-12 |
| FL | RA | APPROVED | 2013-06-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Medford | NJ | 05/2012 | 12/2016 |
| Raymond James Financial Services Advisors Inc. | Medford | NJ | 05/2012 | 12/2016 |
| Engineering And Information Technologies, Inc | Egg Harbor Twp | NJ | 01/2010 | Present |
| Total Wealth Planning And Management | Medford | NJ | 06/2013 | Present |
1. Engineering and Information Technologies, Inc - EGG HARBOR TWP, NJ - 01/2010 TO PRESENT - CONTRACTOR TO FAA - OTHER (PAID) - Simulation Pilot - 10 HOURS PER MONTH - 10 HOURS DURING TRADING HOURS - NOT INVESTMENT RELATED 2. TOTAL WEALTH PLANNING AND MANAGEMENT - MEDFORD, NJ - 01/2015 TO PRESENT - INDEPENDENT RIA - INVESTMENT ADVISER, administrative assistance with billing, payroll and some compliance duties - PROVIDE INVESTMENT ADVICE TO CLIENTS - 40 HOURS PER MONTH - 40 HOURS DURING TRADING HOURS - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-03-03 |
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