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11300 Us Highway 1 Suite 600, Palm Beach Gardens, FL 33408 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-04-15 |
| FL | RA | APPROVED | 2018-04-03 |
Branch Locations
11300 Us Highway 1 Suite 600, Palm Beach Gardens, FL 33408 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Deutsche Bank Securities, Inc. | Palm Beach | FL | 12/2010 | 09/2016 |
| Raymond James & Associates, Inc. | Palm Beach | FL | 09/2016 | 04/2018 |
| Castle Island Wealth | Palm Beach Gardens | FL | 08/2016 | Present |
| Castle Island Wealth | Palm Beach Gardens | FL | 12/2017 | Present |
Investment Advisory Committee to Town of Palm Beach; Investment related? : Y; Address: 360 S. County Rd, Palm Beach, Florida 33480; Nature of Business: pension fund advisory committee; Title/position: committee member; Start date of affiliation: May 1, 2011; Number of Hours per/Month devoted : 1 hrs; Number of trading hours per/Month devoted: 0; Description of duties: listen and review their managers investments.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 1998-01-23 |
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