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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-03-05 |
| TX | RA | APPROVED | 2025-02-27 |
Branch Locations
360 Mount Kemble Avenue, Morristown, NJ 07960 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade, Inc. | Short Hills | NJ | 07/2013 | 10/2016 |
| Hsbc Bank (Usa) Na | Florham Park | NJ | 12/2016 | 01/2021 |
| Hsbc Securities (Usa) Inc | Florham Park | NJ | 12/2016 | 01/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Inc. | Jersey City | NJ | 01/2021 | 12/2024 |
| Unemployed | Hoboken | NJ | 10/2016 | 11/2016 |
| Bank Of America, N.A. | Jersey City | NJ | 01/2021 | 12/2024 |
| Unemployed | Hoboken | NJ | 12/2024 | 02/2025 |
| Amerivest Investment Management, Llc | Short Hills | NJ | 07/2013 | 10/2016 |
| Raymond James Financial Services, Inc. | Morristown | NJ | 02/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Morristown | NJ | 02/2025 | Present |
| 1792 Wealth Advisors, Llc | Morristown | NJ | 02/2025 | Present |
(1) Name of Business: 1792 Wealth Advisors LLC Address: 360 Mount Kemble Ave, Morristown, NJ, 07960-6662, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 02/28/2025 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 | 2010-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 2009-06-19 |
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