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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-06-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Florham Park | NJ | 11/2011 | 06/2022 |
| Raymond James Financial Services Inc | Morristown | NJ | 06/2022 | Present |
| Raymond James Financial Services Advisors | Morristown | NJ | 06/2022 | 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: 06/20/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 1996-02-09 |
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