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661 University Blvd Suite 100, Jupiter, FL 33458 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-03-22 |
Branch Locations
661 University Blvd Suite 100, Jupiter, FL 33458 • United States
The 595 Executive Suites 10364 W State Road 84, Davie, FL 33324 • United States
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 |
|---|---|---|---|---|
| Emerald Planning Group Llc | Weston | FL | 02/2000 | Present |
| Emerald Benefits, Inc. | Weston | FL | 09/2018 | Present |
| Slatestone Wealth, Llc | Jupiter | FL | 01/2024 | Present |
Emerald Planning Group, not investment related, 2700 S Commerce Pkwy, Weston, Fl 33331, Insurance Agent, President, 02/2000, 10 hours monthly during trading hours Emerald Benefits LLC - not investment related, 2700 S Commerce Pkwy, Weston, Fl 33331, Employee Benefits Solicitor, Owner, 09/2018, 4 hours monthly during trading hours
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