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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-10-05 |
| NJ | RA | APPROVED | 2022-09-29 |
Branch Locations
200 Park Avenue Suite 130, Florham Park, NJ 07932 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Fairfield | NJ | 03/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Fairfield | NJ | 11/2016 | 09/2022 |
| Raymond James & Associates, Inc. | Morristown | NJ | 09/2022 | Present |
(1)Name of Business: Palmeri Address: 42 Village Drive, Morristown, NJ, 07960, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 05/01/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Trustee for Aunt and Uncle's family trust
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-06-15 |
| S63 | Uniform Securities Agent State Law Examination | 2007-07-19 |
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