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11300 U.S. Highway 1 Suite 600, Palm Beach Gardens, FL 33408 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-05 |
Branch Locations
11211 Prosperity Farms Rd, Ste B106, Palm Beach Gardens, FL 33410 • United States
11300 U.S. Highway 1 Suite 600, Palm Beach Gardens, FL 33408 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Perry & Group, Cpa, Llc | West Palm Beach | FL | 02/2017 | 05/2018 |
| Cs Marketing Solutions, Llc | Jupiter | FL | 06/2016 | 03/2017 |
| Coastal Way Financial Group, Llc | West Palm Beach | FL | 10/2017 | 08/2019 |
| Schmedes Mcallister, Pllc | Palm Beach Gardens | FL | 05/2018 | Present |
| Global Trust | Palm Beach Gardens | FL | 05/2025 | Present |
Arc Light SM Holdings LLC; 40% ownership; Manager & Owner; start date 10/18/2021; 11211 Prosperity Farms Rd, Ste B106, Palm Beach Gardens, FL 33410; owns office building; not investment related Roman Lodging Solutions; 10% ownership; Limited Partner & Owner; start date 12/31/2024; 11211 Prosperity Farms Rd, Ste B106, Palm Beach Gardens, FL 33410; owns an RV to rent out to utility company during storms; not investment related Harbor Haven Lodging LLC; 50% ownership; Manager & owner; start date 12/10/2024; 11211 Prosperity Farms Rd, Ste B106, Palm Beach Gardens, FL 33410; billing company for Roman Lodging Solutions; not investment related Ace Material Holdings, LLC; 1.08% ownership; Limited Partner; start date 3/30/2023; 218 S. US Hwy 1, Ste 202, Tequesta, FL 33469; pooled investment vehicle invested in Seekr Technologies, a startup C-Corp; investment related Timothy Schmedes PA; 100% ownership; President; 515 N. Flagler Drive, Ste P300, West Palm Beach, FL 33407; holding company for tax purposes; not investment related Schmedes McAllister PLLC - 49.5% ownership; Manager; start date 5/10/2018; 11211 Prosperity Farms Rd, Ste B106, Palm Beach Gardens, FL 33410; CPA firm; not investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-02-01 |
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