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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-07-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Little Falls | NJ | 06/2016 | 09/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 09/2016 | 09/2017 |
| Wells Fargo Clearing Services Llc | Mountain Lakes | NJ | 09/2017 | 07/2025 |
| Raymond James Financial Services, Inc. | Morristown | NJ | 07/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Morristown | NJ | 07/2025 | Present |
| Southern New Hampshire University | Manchester | NH | 10/2024 | Present |
(1) Name of Business: 1792 Wealth Advisors Address: 360 Mount Kemble Ave, Morristown, NJ, 07960-6834, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/12/2026 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Financial Advisor (2) Name of Business: Micro1 Address: 377 Crane St apt 305, City of Orange, NJ, 07050, United States Activity Type: Part-Time Activity/Employment Position/Title: Independent Contractor Investment Related: Yes Start Date: 06/25/2026 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Provide subject-matter expertise in personal finance and wealth planning to evaluate, rate, and improve AI model outputs. Review model responses for accuracy and quality, write feedback, and create training examples. Remote, project-based contract work. No client contact, no securities activity, no investment advice provided.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-26 |
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