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Current Employers
Global Trust

11300 U.S. Highway 1 Suite 600, Palm Beach Gardens, FL 33408 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-01
MT RA APPROVED 2017-11-02
  • FL RA
    APPROVED
    Since 2025-01-01
  • MT RA
    APPROVED
    Since 2017-11-02

Branch Locations

11300 U.S. Highway 1 Suite 600, Palm Beach Gardens, FL 33408 • United States

N. Hutchinson Island, FL • 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
Ashley Financial Services, Pa N. Hutchinson Island FL 06/1995 Present
Global Trust Asset Management, Llc N. Hutchinson Island FL 11/2017 Present
Ashley & Ashley Cpa's Pa Gulfport FL 01/2016 12/2023
  • 06/1995 → Present
    Ashley Financial Services, Pa
    N. Hutchinson Island, FL
  • 11/2017 → Present
    Global Trust Asset Management, Llc
    N. Hutchinson Island, FL
  • 01/2016 → 12/2023
    Ashley & Ashley Cpa's Pa
    Gulfport, FL
Previous Registrations
  • 1998-07-14 → 2017-12-31
    Ashley Financial Services, Pa
    Ft. Pierce, FL
Other Businesses

MS. ASHLEY ALSO ENGAGES IN THE FOLLOWING BUSINESS ACTIVITIES: BANANA LAKE COMMUNICATIONS, INC, THE PRESIDENT OF A PROFESSIONAL WRITING AND BUSINESS CONSULTING FIRM, BUT NOT AN INVESTMENT RELATED BUSINESS, LOCATED AT 4160 N. Hwy A1A, Unit 1007A, N. Hutchinson Island, FL 34949, START DATE JUNE 9, 2006. MS. ASHLEY DOES NOT CURRENTLY DEVOTE ANY TIME TO THIS ACTIVITY. BANANA LAKE PROPERTIES, LLC, A REAL ESTATE INVESTMENT AND RENTAL ACTIVITY, WHICH IS AN INVESTMENT RELATED BUSINESS LOCATED AT4160 N. Hwy A1A, Unit 1007A, N. Hutchinson Island, FL 34949, START DATE JANUARY 2, 2013. MS. ASHLEY MAINTAINS ONLY A PASSIVE OWNERSHIP STAKE IN THIS BUSINESS AND DOES NOT ACTIVELY DEVOTE ANY TIME TO THIS ACTIVITY.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-11-25
  • S65 Uniform Investment Adviser Law Examination
    1997-11-25
Other Names
  • Patricia Jill Sacco

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