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Charles John Daniels

Slatestone Wealth LLC

Jupiter, FL

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Current Employers
Slatestone Wealth Llc

661 University Blvd Suite 100, Jupiter, FL 33458 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-01-12
TX RA APPROVED 2022-06-22
  • FL RA
    APPROVED
    Since 2026-01-12
  • TX RA
    APPROVED
    Since 2022-06-22

Branch Locations

661 University Blvd Suite 100, Jupiter, FL 33458 • 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
Suncoast Auto Transmissions, Llc Palm Beach Gardens FL 09/2016 09/2020
Unemployed Palm Beach Gardens FL 10/2020 11/2020
Slatestone Wealth, Llc Jupiter FL 12/2020 Present
  • 09/2016 → 09/2020
    Suncoast Auto Transmissions, Llc
    Palm Beach Gardens, FL
  • 10/2020 → 11/2020
    Unemployed
    Palm Beach Gardens, FL
  • 12/2020 → Present
    Slatestone Wealth, Llc
    Jupiter, FL
Previous Registrations
  • 2010-02-18 → 2016-07-01
    Bmo Harris Financial Advisors, Inc.
    West Palm Beach, FL
    Phoenix, AZ
  • 2008-01-02 → 2009-10-06
    Ubs Financial Services Inc.
    Palm Beach Gardens, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-01-25
S66 Uniform Combined State Law Examination 2007-12-21
  • S65 Uniform Investment Adviser Law Examination
    2021-01-25
  • S66 Uniform Combined State Law Examination
    2007-12-21
Other Names
  • Charles Daniels

View on SEC IAPD

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CORE WEALTH MANAGEMENT, INC.

Other Investors

DANIEL DOYCE PAYNE
DENNIS PATRICK HARKIN
JOSHUA BRETT RUDOLPH
ERIN KATHERINE GIBBS-MATHEY
JASON WAYNE JOANIS
KIMBERLY LYNNE PIERCE
JACOB ANTHONY METRO
Kenneth Polcari

Other Offices

&PARTNERS · Jupiter, FL
STRAIGHTPATH MANAGEMENT INC · JUPITER, FL
NIGHTHAWK MANAGEMENT GROUP · JUPITER, FL
LPL FINANCIAL LLC · JUPITER, FL
NOVEM GROUP · Jupiter, FL
LPL FINANCIAL LLC · JUPITER, FL
MML INVESTORS SERVICES, LLC · Jupiter, FL
OSAIC WEALTH, INC. · Jupiter, FL

More in Jupiter, FL

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