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Current Employers
Global Trust

11300 U.S. Highway 1 Suite 600, Palm Beach Gardens, FL 33408 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-06-05
  • FL RA
    APPROVED
    Since 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

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
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
  • 02/2017 → 05/2018
    Perry & Group, Cpa, Llc
    West Palm Beach, FL
  • 06/2016 → 03/2017
    Cs Marketing Solutions, Llc
    Jupiter, FL
  • 10/2017 → 08/2019
    West Palm Beach, FL
  • 05/2018 → Present
    Schmedes Mcallister, Pllc
    Palm Beach Gardens, FL
  • 05/2025 → Present
    Palm Beach Gardens, FL
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-02-01
  • S65 Uniform Investment Adviser Law Examination
    2013-02-01
Designations

View on SEC IAPD

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