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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2021-06-21 |
Branch Locations
360 Mount Kemble Avenue, Morristown, NJ 07960 • United States
River Vale, NJ • 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 |
|---|---|---|---|---|
| Morgan Stanley | Morristown | NJ | 07/1998 | 09/2017 |
| Montgomery Wealth Management. Llc | Morristown | NJ | 01/2019 | Present |
| Unemployed | River Vale | NJ | 09/2017 | 01/2019 |
| M. S. Howells & Co. | Scottsdale | AZ | 06/2019 | 06/2021 |
| Harding Wealth Associates, Llc | Morristown | NJ | 07/2019 | Present |
| Raymond James Financial Services Advisors, Inc. | Morristown | NJ | 06/2021 | Present |
| Raymond James Financial; Services, Inc. | Morristown | NJ | 06/2021 | Present |
(1)Name of Business: 1792 Wealth Advisors Address: 360 Mount Kemble Ave , Morristown, NJ, 07960-6662, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor, Associate/Employee Investment Related: No Start Date: 06/21/2021 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Branch Manager\nBusiness Development
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 1984-02-28 |
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