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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-01-24 |
| NJ | RA | APPROVED | 2009-01-02 |
Branch Locations
365 W. Passaic St. Suite 205, Rochelle Park, NJ 07662 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financail Services | Rochelle Park | NJ | 01/2008 | Present |
| Raymond James Financial Services Advisors, Inc | Rochelle Patk | NJ | 01/2009 | Present |
| Glen Rock Savings Bank | Hawthorne | NJ | 01/2008 | Present |
| Mwg Wealth Partners | Rochelle Park | NJ | 03/2011 | Present |
(1)Name of Business: Ascendia Bank Address: 11 Harristown Road, Glen Rock, NJ, 07452, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Director Investment Related: No Start Date: 02/01/1998 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Chairman of the Board of Directors (2)Name of Business: Axia Financial Advisors Address: 365 W Passaic St Ste 205, Rochelle Park, NJ, 07662, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 01/01/2015 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor (3)Name of Business: MWG Wealth Partners Address: 365 W Passaic St Ste 205, Rochelle Park, NJ, 07662, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/18/2008 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner of Support Company
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1982-04-13 |
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