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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-03-02 |
| NJ | RA | APPROVED | 2018-02-06 |
Branch Locations
360 Mount Kimble Ave 3Rd Floor, Morristown, NJ 07960 • United States
Hackettstown, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Chester | NJ | 08/2012 | 02/2018 |
| Raymond James Financial Services, Inc. | Chester | NJ | 02/2018 | Present |
| Raymond James Financial Services Advisors, Inc. | Chester | NJ | 02/2018 | Present |
| Concurrent Advisors | Morristown | NJ | 01/2021 | 12/2022 |
| Mill Ridge Wealth Management, Llp | Morristown | NJ | 02/2018 | Present |
(1)Name of Business: 1792 Wealth Advisors Address: 360 Mount Kemble Ave Ste 3, Morristown, NJ, 07960, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/01/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: none (2)Name of Business: Mill Ridge Wealth Management, LLP Address: 360 Mount Kemble Ave Ste 3, Morristown, NJ, 07960, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 02/11/2018 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 21-40 Description of duties: 50% Partner in DBA for advisory practice through RJFS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 1994-05-11 |
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