Best Investors
Account
Sign in
Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-11-12 |
Branch Locations
360 Mount Kimble Avenue, Morristown, NJ 07960 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Summit | NJ | 09/2015 | 03/2024 |
| J.P. Morgan Chase Bank Na | Summit | NJ | 01/2017 | 03/2024 |
| Raymond James Financial Services, Inc. | Morristown | NJ | 11/2024 | Present |
| Raymond James Financial Services Advisors, Inc. | Morristown | NJ | 11/2024 | Present |
| Unemployed | Livingstone | NJ | 03/2024 | 11/2024 |
(1) Name of Business: 1792 Wealth Advisors Address: 360 Mount Kemble Ave, Morristown, NJ, 07960-6834, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/12/2026 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Branch Supervisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-31 |
| S65 | Uniform Investment Adviser Law Examination | 1996-01-05 |
| S63 | Uniform Securities Agent State Law Examination | 1987-05-14 |
Reach out to this advisor