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3001 Pga Boulevard Suite 103, Palm Beach Gardens, FL 33410 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2025-10-27 |
| FL | RA | APPROVED | 2025-10-27 |
| NJ | RA | APPROVED | 2025-10-27 |
| TX | RA | APPROVED | 2023-07-27 |
| PA | RA | APPROVED | 2013-05-23 |
Branch Locations
3001 Pga Boulevard Suite 103, Palm Beach Gardens, FL 33410 • United States
2 disclosure categories 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wall Financial Group, Inc. | Palm Beach Gardens | FL | 07/2008 | Present |
| Wall Private Wealth, Llc | Palm Beach Gardens | FL | 03/2013 | Present |
| Wall Lassiter & Co, Pa | Palm Beach Gardens | FL | 12/2014 | 10/2017 |
| Steeple Chase Property Owners Association Inc. | Coral Springs | FL | 04/2017 | 01/2018 |
| Southern Comfort Canines, Inc. | Jupiter | FL | 06/2016 | 09/2021 |
1. Michael D. Wall, LLC; Owner since 2015; Non-Investment-Related; Palm Beach Gardens, FL; amount of time on this business varies but is typically 5-20% of Mr. Wall's time overall. Mr. Wall conducts a number of activities under this LLC, including authoring books and hosting education podcasts as well as conducting motivational, educational and coaching services; Palm Beach Gardens, FL; Owner; 5/2015. 2. Wall Private Wealth, Inc.; Non-Investment-Related; Palm Beach Gardens, FL; Insurance Agency; Owner/President; 07/2008; 50% of his time; Mr. Wall is the owner and meets with clients and assist with insurance based and asset protection instruments. 3. Wall Leaman, LLC; Owner; 07/2018; 10% of his time; offers management consulting, as well as business succession and transition planning. 4. Lionkey Capital, LLC; Investment related; Hedge Fund; Manager; U.S. Private Wealth is the management company for this fund; 20+ hrs./ month; 2 hrs.; Portfolio Management, Fund Formation, Raising Capital. 5. Go Live with Purpose, Inc.; Not investment related; Non-profit ; Owner/CEO; 20+ hrs./ month, 0 hrs./month during securities trading; Speaking events, connecting with current and potential donors.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 2007-05-01 |
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