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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-10-17 |
| TX | RA | APPROVED | 2022-10-13 |
Branch Locations
65 East Allendale Road, Saddle River, NJ 07458 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company Of America | New York | NY | 07/2009 | 10/2022 |
| Park Avenue Securities | New York | NY | 03/2010 | 07/2022 |
| Raymond James Financial Services, Inc | Saddle River | NJ | 10/2022 | Present |
| Raymond James Financial Services Advisors, Inc. | Saddle River | NJ | 10/2022 | Present |
| Saddle River Financial Group | Saddle River | NJ | 10/2022 | Present |
| Crossed Keys Estate | Andover | NJ | 11/2019 | Present |
(1)Name of Business: Crossed Keys Estate Address: 289 Pequest Rd, Andover, NJ, 07821, United States Activity Type: Part-Time Activity/Employment Position/Title: Associate/Employee Investment Related: No Start Date: 11/01/2019 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 11-20 Description of duties: Wedding sales and operations. (2)Name of Business: Saddle River Financial Group Address: 65 E Allendale Rd, Saddle River, NJ, 07458-2927, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 12/01/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Marketing
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-05-24 |
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