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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-04-01 |
Branch Locations
11 South Finley Ave, Basking Ridge, NJ 07920 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Neuberger Berman Llc | New York | NY | 06/2014 | 03/2019 |
| Schroder Fund Advisors Llc | New York | NY | 03/2019 | 10/2025 |
| Raymond James Financial Services, Inc. | Basking Ridge | NJ | 02/2026 | Present |
| Unemployed | Basking Ridge | NJ | 10/2025 | 02/2026 |
| Raymond James Financial Services Advisors, Inc | Basking Ridge | NJ | 04/2026 | Present |
(1)Name of Business: Ridge Wealth Advisors LLC Address: 11 S Finley Ave, Basking Ridge, NJ, 07920-1420, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 02/02/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-30 |
| S66 | Uniform Combined State Law Examination | 2015-03-16 |
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