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50 Venture Valley Ct, Ponte Vedra, FL 32081 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-12-19 |
Branch Locations
50 Venture Valley Ct, Ponte Vedra, FL 32081 • United States
941 Whitehorse-Mercerville Road, Hamilton, NJ 08610 • United States
2 disclosure categories 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 Smith Barney | Red Bank | NJ | 06/2009 | 04/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 04/2017 |
| Cetera Advisors Llc | Denver | CO | 04/2017 | 08/2023 |
| Safe Harbor Financial | Wall | NJ | 04/2017 | Present |
| Privetera Wealth Management Associates | Wall | NJ | 06/2017 | Present |
1.NAME OF OTHER BUSINESS: PRIVETERA WEALTH MANAGEMENT ASSOCIATES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 6/2017 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL ADVISORY SERVICES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-09-11 |
| S63 | Uniform Securities Agent State Law Examination | 1984-07-10 |
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