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Douglas Joseph Bartolf

Atticus Wealth Management

Palm Beach Gardens, FL

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Current Employers
Atticus Wealth Management

11380 Prosperity Farms Road Suite 201, Palm Beach Gardens, FL 33410 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-02-28
FL RA APPROVED 2021-01-04
  • TX RA
    APPROVED_RES
    Since 2025-02-28
  • FL RA
    APPROVED
    Since 2021-01-04

Branch Locations

11380 Prosperity Farms Road Suite 201, Palm Beach Gardens, FL 33410 • United States

Disclosures

1 disclosure category 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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Bartolf Wealth Advisors, Inc. Jupiter FL 10/2004 Present
Atticus Wealth Management Palm Beach Gardens FL 06/2018 Present
  • 10/2004 → Present
    Bartolf Wealth Advisors, Inc.
    Jupiter, FL
  • 06/2018 → Present
    Atticus Wealth Management
    Palm Beach Gardens, FL
Previous Registrations
  • 2004-10-05 → 2019-12-12
    Bartolf Wealth Advisors, Inc.
    Palm Beach Gardens, FL
    Castle Rock, CO
    Jupiter, FL
  • 1999-02-01 → 2004-10-27
    Banc One Securities Corporation
    Palm Beach Gardens, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-03-26
S63 Uniform Securities Agent State Law Examination 1998-12-17
  • S65 Uniform Investment Adviser Law Examination
    1999-03-26
  • S63 Uniform Securities Agent State Law Examination
    1998-12-17

View on SEC IAPD

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