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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-03-05
NJ RA APPROVED 2018-08-20
  • TX RA
    APPROVED
    Since 2019-03-05
  • NJ RA
    APPROVED
    Since 2018-08-20

Branch Locations

1 Pluckemin Way Suite 102, Bedminster, NJ 07921 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Boston Private Boston MA 09/2015 02/2018
Extended Travel Boston MA 03/2018 04/2018
Raymond James Financial Services, Inc Randolph NJ 04/2018 06/2018
Raymond James Financial Services, Inc Bedminster NJ 06/2018 Present
Raymond James Financial Services Advisors Inc. Bedminster NJ 08/2018 Present
  • 09/2015 → 02/2018
    Boston Private
    Boston, MA
  • 03/2018 → 04/2018
    Extended Travel
    Boston, MA
  • 04/2018 → 06/2018
    Raymond James Financial Services, Inc
    Randolph, NJ
  • 06/2018 → Present
    Raymond James Financial Services, Inc
    Bedminster, NJ
  • 08/2018 → Present
    Bedminster, NJ
Other Businesses

(1) Name of Business: Money At Work LLC Address: 222 Ridgedale Ave, Cedar Knolls, NJ, 07927, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 07/30/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 21-40 Description of duties: I am a financial advisor and owner that meets with clients to help them achieve their financial goals.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-08-17
  • S66 Uniform Combined State Law Examination
    2018-08-17
Designations

View on SEC IAPD

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