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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
NY RA APPROVED 2025-04-09
  • NY RA
    APPROVED
    Since 2025-04-09

Branch Locations

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

350 Fifth Avenue The Empire State Building, Suite 5240, New York, NY 10118 • 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
Citigroup Stamford CT 10/2010 10/2024
A&M Private Wealth Partners Palm Beach Gardens FL 10/2024 Present
  • 10/2010 → 10/2024
    Citigroup
    Stamford, CT
  • 10/2024 → Present
    A&M Private Wealth Partners
    Palm Beach Gardens, FL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-09
  • S65 Uniform Investment Adviser Law Examination
    2025-04-09

View on SEC IAPD

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