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Jeffrey Joseph Henry Devine

Compound Family Offices, LLC

Sarasota, FL

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Current Employers
Compound Family Offices, Llc

2033 Main Street Suite 202, Sarasota, FL 34237 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2020-09-21
  • FL RA
    APPROVED
    Since 2020-09-21

Branch Locations

2033 Main Street Suite 202, Sarasota, FL 34237 • 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
Genspring Family Offices, Llc Jupiter FL 10/2014 03/2018
Genspring Suntrust Private Wealth Jupiter FL 03/2018 03/2019
Suntrust Advisory Services, Inc. Atlanta GA 03/2019 08/2020
Compound Family Offices, Llc Sarasota FL 09/2020 Present
  • 10/2014 → 03/2018
    Genspring Family Offices, Llc
    Jupiter, FL
  • 03/2018 → 03/2019
    Genspring Suntrust Private Wealth
    Jupiter, FL
  • 03/2019 → 08/2020
    Suntrust Advisory Services, Inc.
    Atlanta, GA
  • 09/2020 → Present
    Sarasota, FL
Previous Registrations
Other Businesses

RESTAURANT REVIEWS POSITION: Independent Contractor NATURE: I write up restaurant service reviews for reimbursement, a hobby. The nature is an independent contractor relationship. The general term is a mystery shopper (secret shopper). The activity is not related to investments. The activity takes up two hours of time each week, none of which takes place during trading or work hours. No reviews are publicized, and I remain anonymous. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 12/14/2014 ADDRESS: , Palm Beach Gardens FL , United States DESCRIPTION: I sign up to review a restaurant, go to the restaurant and dine. I observe service and food quality and various aspects of the restaurant. I fill out a brief survey and write detailed comments. Food expenses are reimbursed. This is a hobby.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-02-13
  • S65 Uniform Investment Adviser Law Examination
    2015-02-13
Designations

View on SEC IAPD

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