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2033 Main Street Suite 202, Sarasota, FL 34237 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-01-15 |
Branch Locations
2033 Main Street Suite 202, Sarasota, FL 34237 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Genspring Family Offices, Llc | Sarasota | FL | 10/2006 | 12/2017 |
| Compound Family Offices, Llc | Sarasota | FL | 10/2018 | Present |
| Genspring|Suntrust Private Wealth Management | Sarasota | FL | 01/2018 | 03/2018 |
| Genspring|Suntrust Private Wealth Management | Sarasota | FL | 03/2018 | 10/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 2001-01-30 |
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