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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-03-05 |
| NJ | RA | APPROVED | 2018-08-20 |
Branch Locations
1 Pluckemin Way Suite 102, Bedminster, NJ 07921 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-17 |
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