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3801 Pga Blvd #600, Palm Beach Gardens, FL 33410 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2016-08-01 |
| NJ | RA | APPROVED | 2016-07-22 |
| FL | RA | APPROVED | 2016-07-13 |
Branch Locations
3801 Pga Blvd #600, Palm Beach Gardens, FL 33410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Your Planning Partner Llc | Palm Beach Gardens | FL | 05/2016 | Present |
| Your Planning Partner Llc | Palm Beach Gardens | FL | 10/2020 | Present |
1) Equitable Advisors, LLC ; Investment-related: Yes; Location of the business: 1 Belmont Ave #1100, Bala Cynwyd, PA 19004; Description of the business: Insurance sales; Position Title: Insurance broker; Responsibilities Duties: Insurance sales; Start date with business: 04-11-2017; Hours devoted to business during trading hours: 1; Hours devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 1. 2) Co-trustee of a Private Trust; investment related: Yes; Location: 3801 PGA Blvd., #600, Palm Beach Gardens, FL 33410; Responsibilities: sharing fiduciary responsibilities for the protection, management and collective decision-making for the trust's assets for the benefit of the beneficiaries and the oversight of distributions of the trust assets according to the terms of the trust in accordance with the grantor's wishes; Start Date: 12-13-2017; Hours devoted to trust during trading hours: approximately 1/month; Hours outside of trading hours: 0/month; no additional compensation for co-trustee services.
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