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800 Village Square Crossing Suite 107, Palm Beach Gardens, FL 33410 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-18 |
Branch Locations
800 Village Square Crossing Suite 107, Palm Beach Gardens, FL 33410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of New Hampshire | Portsmouth | NH | 09/2016 | 08/2017 |
| Securian Financial Services, Inc. | Palm Beach Gardens | FL | 01/2023 | 05/2023 |
| Cambridge Trust Company | Portsmouth | NH | 03/2022 | 09/2022 |
| Truehand, Inc. | Strafford | NH | 08/2017 | 03/2022 |
| Due Diligence | Jupiter | FL | 09/2022 | 01/2023 |
| Td Private Client Wealth Llc | West Palm Beach | FL | 08/2023 | 09/2025 |
| Lpl Financial Llc | Palm Beach Gardens | FL | 09/2025 | 12/2025 |
| Elm Wealth Advisory | Palm Beach Gardens | FL | 09/2025 | Present |
| Elm Trustees, Llc | Palm Beach Gardens | FL | 12/2025 | Present |
1. RYAN S. CARTER; INVESTMENT RELATED; 800 VILLAGE SQUARE CROSSING, SUITE 107, PALM BEACH GARDENS, FL 33410; INSURANCE PRODUCTION ACTIVITIES; INDEPENDENT INSURANCE PRODUCER; 03/2023; APPROX. 1 HOUR PER MONTH DURING TRADING AND NON-TRADING HOURS; INDEPENDENT INSURANCE PRODUCER FOR VARIOUS INSURANCE COMPANIES. 2. ELM TRUSTEES, LLC; NON-INVESTMENT RELATED; 800 VILLAGE SQUARE CROSSING, SUITE 107, PALM BEACH GARDENS, FL 33410; TRUSTEE ADMINISTRATIVE SERVICES; PRESIDENT; 12/2025; APPROX. 5 HOURS PER MONTH DURING TRADING AND NON-TRADING HOURS; MANAGE AND OVERSEE THE ADMINISTRATIVE, CLERICAL, BILL PAYMENT, BOOKKEEPING, AND OPERATIONAL SUPPORT SERVICES FOR TRUSTEES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-28 |
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