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1750 Clint Moore Road, Boca Raton, FL 33487 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-10-03 |
| FL | RA | APPROVED | 2006-10-25 |
Branch Locations
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 |
|---|---|---|---|---|
| Statetrust Investments | Miami | FL | 03/2002 | Present |
STATETRUST CAPITAL, LLC -AFFILIATE - SAME ADDRESS. SALES TIME AS NEEDED. STATETRUST LIFE AND ANNUITIES, LTD - AFFILIATE SAME ADDRESS - SALES TIME AS NEEDED. STATETRUST GROUP- AFFILIATE AS NEEDED ST SERVICES AND STHC LLC - AFFILIATE - AS NEEDED; Statetrust International Holding Company - Director - As needed
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-08-14 |
| S63 | Uniform Securities Agent State Law Examination | 1993-01-22 |
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