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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-11-28 |
| TX | RA | APPROVED_RES | 2023-11-28 |
Branch Locations
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 |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Manasquan | NJ | 04/2015 | 11/2023 |
| Raymond James Financial Services, Inc. | Neptune | NJ | 11/2023 | Present |
| Raymond James Financial Advisors, Inc. | Neptune | NJ | 11/2023 | Present |
(1)Name of Business: 1792 Wealth Advisors Address: 3600 State Route 66 Ste 150, Neptune, NJ, 07753-2645, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 11/28/2023 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 21-40 Description of duties: RJFS ICD financial advisor. 1792 is the DBA. RIA is RJ
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-04-04 |
| S63 | Uniform Securities Agent State Law Examination | 1986-06-20 |
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