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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2017-08-22 |
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 |
|---|---|---|---|---|
| Morgan Stanley | Morristown | NJ | 02/2015 | 08/2017 |
| Raymond James Financial Services, Inc. | Morristown | NJ | 08/2017 | Present |
| Raymond James Financial Services Advisors Inc. | Morristown | NJ | 08/2017 | Present |
(1)Name of Business: 1792 Wealth Advisors, LLC Address: 360 Mount Kemble Ave, Morristown, NJ, 07960, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 12/02/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Operations Manager / Registered Client Service Manager
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-14 |
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