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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-11-05 |
| TX | RA | APPROVED | 2025-11-03 |
Branch Locations
5 Cold Hill Road South Bldg 20, Suite F, Mendham, NJ 07945 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 02/2013 | 11/2025 |
| Raymond James Financial Services Inc. | Flemington | NJ | 11/2025 | Present |
| Raymond James Financial Services Advisors Inc. | Flemington | NJ | 11/2025 | Present |
(1)Name of Business: Mendham Wealth Partners, LLC Address: 5 Cold Hill Rd S Bldg. 20 Ste F, Mendham, NJ, 07945-3208, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO, Associate/Employee Investment Related: No Start Date: 11/03/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: This company is the DBA for my wealth management practice (2)Name of Business: Mendham Wealth Partners, LLC Address: 5 Cold Hill Rd S Bldg. 20 Ste F, Mendham, NJ, 07945-3208, United States Activity Type: Non-variable Insurance Position/Title: Broker, Agent Investment Related: Yes Start Date: 11/03/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Provide fixed life insurance and annuities to clients
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 1994-06-20 |
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