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200 Schulz Drive Suite 302, Red Bank, NJ 07701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-24 |
Branch Locations
6022 San Jose Blvd. Suite 100N, Jacksonville, FL 32217 • United States
200 Schulz Drive Suite 302, Red Bank, NJ 07701 • United States
Nw Corner Ocean Avenue And Mission Street Second Level, Carmel By The Sea, CA 93921 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-07 |
| CO | RA | APPROVED | 2026-04-01 |
Branch Locations
Nw Corner Ocean Avenue And Mission Street Second Level, Carmel By The Sea, CA 93921 • United States
6022 San Jose Blvd Suite 100N, Jacksonville, FL 32217 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Glenwood Springs | CO | 08/2021 | 03/2026 |
| Bank Of Colorado | Glenwood Springs | CO | 07/2020 | 09/2021 |
| Full Time Student | Rapid City | SD | 08/2012 | 05/2020 |
| Raymond James Financial Services Advisors | Glenwood Springs | CO | 11/2021 | 03/2026 |
| Bank Of Colorado | Glenwood Springs | CO | 09/2021 | 03/2026 |
| Thepartners Wealth Management | Carmel By The Sea | CA | 04/2026 | Present |
| Salvus Wealth Management, Llc | Jacksonville | FL | 04/2026 | Present |
ThePARTNERS Wealth Management / Investment Related / Carmel By The Sea, CA / Investment Advisory Firm / Investment Adviser Representative / April 2026 / 160 hours per month, all during securities trading hours / financial planning and investment advisory services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-19 |
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