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Islamorada, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-05 |
| MD | RA | APPROVED | 2025-01-14 |
| TX | RA | APPROVED | 2025-01-14 |
Branch Locations
Forest Hill, MD • United States
Islamorada, FL • United States
2012 Rock Spring Rd., Forest Hill, MD 21050 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
| MD | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2015-01-14 |
Branch Locations
2706 Alternate Us 19 North, Palm Harbor, FL 34683 • United States
2012 Rock Spring Rd., Forest Hill, MD 21050 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Picket Fence Financial, Llc | Forest Hill | MD | 12/2005 | Present |
| Picket Fence Tax Service, Llc | Forest Hill | MD | 01/2015 | 09/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-02-17 |
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