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Justin Abbott Goodhue

Primoris Wealth Advisors, LLC

North Palm Beach, FL

CRD 5957435

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Employer firm

Primoris Wealth Advisors, LLC CRD 125567

$230M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Primoris Wealth Advisors, Llc

9250 Alternate A1A Suite A, North Palm Beach, FL 33403 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-10-27
NY RA APPROVED 2022-05-02
  • FL RA
    APPROVED
    Since 2025-10-27
  • NY RA
    APPROVED
    Since 2022-05-02

Branch Locations

9250 Alternate A1A Suite A, North Palm Beach, FL 33403 • 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
Buell Securities Corp. Glastonbury CT 09/2011 10/2019
Capitol Securities Management Palm Beach Gardens FL 10/2019 04/2022
Primoris Wealth Advisors, Llc North Palm Beach FL 04/2022 Present
  • 09/2011 → 10/2019
    Buell Securities Corp.
    Glastonbury, CT
  • 10/2019 → 04/2022
    Capitol Securities Management
    Palm Beach Gardens, FL
  • 04/2022 → Present
    North Palm Beach, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-09-25
S63 Uniform Securities Agent State Law Examination 2011-09-19
  • S66 Uniform Combined State Law Examination
    2020-09-25
  • S63 Uniform Securities Agent State Law Examination
    2011-09-19

View on SEC IAPD

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