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Islamorada, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-09 |
| TX | RA | APPROVED | 2025-02-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Islamorada Investment Management, Llp | Islamorada | FL | 04/2008 | 03/2024 |
| Bastion Fiduciary, Llc | Islamorada | FL | 05/2024 | Present |
Cale Michael Smith is the treasurer on board of directors of Florida Keys Electric Cooperative, a provider of electrical power to approximately 30,000 customers in the upper and middle Florida Keys. He is on the board that provides oversight and governance of the Florida Keys Electric Cooperative. He also serves as the treasurer and chair of the finance committee. 25 hours a month are devoted to these duties and 10 percent of total yearly compensation is expected to be derived from this business. Cale Michael Smith is the director on the operating board of Mariner's Hospital. His duties include governance and oversight of the operations at the hospital. This is a voluntary unpaid position.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-08-07 |
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