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4500 Pga Blvd Suite 304B, Palm Beach Gardens, FL 33418 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-03-03 |
Branch Locations
4500 Pga Blvd Suite 304B, Palm Beach Gardens, FL 33418 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | Jupiter | FL | 07/2010 | 02/2021 |
| Grey Rhodes Advisors | Palm Beach Gardens | FL | 09/2020 | Present |
| Rhodes To Wealth, Inc. | Palm Beach Gardens | FL | 12/2013 | Present |
(1) Owner and CPA - Rhodes to Wealth, Inc. - Non-investment related business - Utilization of my CDFA designation. Mailing address is: Palm Beach Gardens, FL- No physical business location for this entity. (2) Provide financial planning and accounting assistance primarily to litigants in divorce proceedings. This accounting service is not frequent and requires approximately 1 hour of time for conferences during regular market hours. Most work is after trading hours. (3) I am a licensed insurance agent - licensed to sell insurance products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-04-26 |
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