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Current Employers
Covenant Asset Management, Llc

125 Maple Avenue, Chester, NJ 07930 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-05-07
NJ RA APPROVED 2025-05-07
  • FL RA
    APPROVED
    Since 2025-05-07
  • NJ RA
    APPROVED
    Since 2025-05-07

Branch Locations

Bonita Springs, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morse And Company Cpa'S Llc New York NY 01/2009 09/2022
Covenant Asset Management Chester NJ 01/2013 Present
Morse And Company Cpa'S Llc Bonita Springs FL 10/2022 Present
  • 01/2009 → 09/2022
    Morse And Company Cpa'S Llc
    New York, NY
  • 01/2013 → Present
    Covenant Asset Management
    Chester, NJ
  • 10/2022 → Present
    Morse And Company Cpa'S Llc
    Bonita Springs, FL
Other Businesses

TAX PREPARATION AND ACCOUNTING. 28445 HIGHGATE DRIVE, BONITA SPRINGS, FL USA 34135

Designations

View on SEC IAPD

More in Bonita Springs, FL

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