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Current Employers
A&M Private Wealth Partners, Llc

300 Banyan Blvd 10Th Floor, West Palm Beach, FL 33401 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-13
  • FL RA
    APPROVED
    Since 2025-01-13

Branch Locations

300 Banyan Blvd 10Th Floor, West Palm Beach, FL 33401 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
M&T Bank/Wilmington Trust Stuart FL 11/2015 06/2020
Wilmington Trust, Na Stuart FL 07/2020 06/2023
Citi Private Bank West Palm Beach FL 07/2023 04/2024
A&M Private Wealth Partners Palm Beach Gardens FL 04/2024 Present
  • 11/2015 → 06/2020
    M&T Bank/Wilmington Trust
    Stuart, FL
  • 07/2020 → 06/2023
    Wilmington Trust, Na
    Stuart, FL
  • 07/2023 → 04/2024
    Citi Private Bank
    West Palm Beach, FL
  • 04/2024 → Present
    A&M Private Wealth Partners
    Palm Beach Gardens, FL
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2011-07-23
  • S63 Uniform Securities Agent State Law Examination
    2011-07-23
Designations

View on SEC IAPD

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