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Thepartners Wealth Management CRD 314816
$1.18B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Nw Corner Ocean Avenue And Mission Street Second Level, Carmel By The Sea, CA 93921 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-07-29 |
| VA | RA | APPROVED | 2026-07-22 |
| CA | RA | APPROVED | 2026-07-20 |
| MD | RA | APPROVED | 2026-07-19 |
| NY | RA | APPROVED | 2026-07-17 |
| TX | RA | APPROVED_RES | 2026-07-17 |
Branch Locations
Nw Corner Ocean Avenue And Mission Street Second Level, Carmel By The Sea, CA 93921 • United States
Brooklyn, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual Life Insurance Co | New York | NY | 07/2019 | 03/2020 |
| Mml Investors Services, Llc | New York | NY | 09/2019 | 03/2020 |
| Children's Apparel Network | New York | NY | 01/2015 | 07/2019 |
| Hornor Townsend & Kent Llc | Horsham | PA | 03/2020 | 07/2026 |
| Thepartners Wealth Management | Carmel By The Sea | CA | 07/2026 | Present |
1) TRAVEL AGENT POSITION: Proprietor/Owner NATURE: Travel Agent INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: 2235 Ocean Parkway, Brooklyn NY 11223, United States DESCRIPTION: As a travel agent I will be researching different hotel options for individuals and help them book the hotel they like best. 2) INSURANCE AGENT; INVESTMENT RELATED; 2235 Ocean Parkway, Brooklyn NY 11223; DESCRIPTION: INDEPENDENT INSURANCE AGENT.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-11 |
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