Mario Joseph Basilone

Current Employers

Employment History

• 08/2012 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 08/2012 → 10/2022
  Equitable Advisors, Llc
  New York, NY
• 10/2022 → 08/2024
  Eaton Financial Holdings Company, Llc
  Coral Springs, FL
• 03/2024 → Present
  Investment Advisory Services Group Llc(Dba Palm Wealth Partners)
  Boca Raton, FL

Previous Registrations

• 2022-11-02 → 2024-08-07
  Eaton Financial Group
  Coral Springs, FL
  Boca Raton, FL
• 2012-09-25 → 2022-11-04
  Equitable Advisors, Llc
  Boca Raton, FL

Other Businesses

1.) REAL ESTATE PROPERTY, OWNER, RENTAL, AT ADDISON POINTE CONDOMINIUM, SINCE 2/2018, APPROX 2 HR. MO., 2.) Insurance agent; insurance sales; investment related: No; Location: Boca Raton, FL; Description of the business: Separately licensed as an independent insurance agent. Commissions may be paid for insurance transactions; Responsibilities Duties: insurance sales; Start date with business: 2023-01-09; Hours per month devoted to business during trading hours: 2; Hours per month devoted to business outside trading hours: 2; 3.) Basilone Enterprises LLC; Owner; non-investment related; 10832 Tea Olive Lane Boca Raton FL 33498 USA; LLC has an ownership interest in Palm Wealth Partner; Start Date: 2023-02-20; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 0;

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-08-29
• S63 Uniform Securities Agent State Law Examination
  2012-06-01