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4500 East West Highway Suite 150, Bethesda, MD 20814 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-12 |
| DC | RA | APPROVED | 2025-09-16 |
| MD | RA | APPROVED | 2025-08-26 |
Branch Locations
Port St. Lucie, FL • United States
4500 East West Highway Suite 150, Bethesda, MD 20814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| N/A | Palm Beach Gardens | FL | 07/2015 | 09/2018 |
| Slatestone Wealth | Jupiter | FL | 09/2018 | 10/2023 |
| Preserve Private Wealth, Llc | Bethesda | MD | 02/2024 | Present |
| Preserve Private Wealth, Llc | Port St. Lucie | FL | 07/2025 | Present |
| Unemployed | Bethesda | MD | 10/2023 | 01/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-24 |
| S63 | Uniform Securities Agent State Law Examination | 2005-09-22 |
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