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1515 S Federal Hwy Suite 306, Boca Raton, FL 33432 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-04-29 |
| FL | RA | APPROVED | 2011-12-21 |
Branch Locations
1515 S Federal Hwy Suite 306, Boca Raton, FL 33432 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Boca Wealth Advisors, Llc | Boca Raton | FL | 10/2010 | Present |
| Arthur J Canter, Cpa | Boca Raton | FL | 10/2010 | 12/2024 |
| Boca Wealth, Cpas, Llc | Boca Raton | FL | 01/2025 | Present |
NAME: Boca Wealth CPAs, LLC INVESTMENT-RELATED: NO ADDRESS: 400 S. DIXIE HWY #322 BOCA RATON, FL 33432 NATURE OF BUSINESS: CPA TAX PRACTICE POSITION: ACCOUNTANT START OF BUSINESS RELATIONSHIP: 10/2010 HOURS/MONTH: 70 HRS HOURS DURING SECURITY TRADING HOURS: 3 PER DAY DUTIES: BOOKEEPING, PREPARING TAX RETURNS, TAX RESEARCH
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-10-31 |
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