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9250 Alternate A1A Suite A, North Palm Beach, FL 33403 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-27 |
| NY | RA | APPROVED | 2022-05-02 |
Branch Locations
9250 Alternate A1A Suite A, North Palm Beach, FL 33403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 2011-09-19 |
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