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110 Front Street Suite 300, Jupiter, FL 33477 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-22 |
| TX | RA | APPROVED_RES | 2025-07-28 |
Branch Locations
110 Front Street Suite 300, Jupiter, FL 33477 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hbk Cpas And Consultants | Stuart | FL | 10/2010 | 09/2022 |
| Hbks Wealth Advisors | Stuart | FL | 04/2015 | 09/2022 |
| Purshe Kaplan Sterling Investments | Albany | NY | 05/2015 | 12/2020 |
| Ballentine Partners, Llc | Palm Beach Gardens | FL | 10/2022 | 10/2023 |
| Hamilton Capital, Llc | Columbus | OH | 11/2023 | 04/2025 |
| Pelican Education, Llc | Jupiter | FL | 04/2025 | Present |
| Pelican Financial Planning And Wealth, Pllc | Jupiter | FL | 04/2025 | Present |
| Pelican Accounting And Tax, Pllc | Jupiter | FL | 02/2025 | Present |
1.) Treasurer for Impact100 Martin, Inc. Non-profit organization of at least 100 women that pay $1,100 for membership and give grants in $100,000 increments. Serving as Treasurer, but previously involved as Board Chair (2 years) and Events chair (2 years). 2.) Board Member for Wild Dolphin Project 3.) Finance Committee Member for Martin County Healthy Start Coalition, a nonprofit Organization that offers support and education to pregnant women, infants, and their families. 4.) Uniquity by GG - hand painted items by order 5-10 hours outside regular business hours. 5.) Office Manager - Sherwood Designs, LLC - Helps with husband's com Quickbooks and some tax filings. Outside of regular business hours. 6.) Vice President and Owner for Mike Douglas Entertainments, LLC - Assist with footage and memorabilia management. 10% owner approximately 5 hours a month, outside business hours. 7.) Pelican Accounting and Tax, PLLC; Investment Related; Accounting and Tax Preparation Firm; Manager/Owner; Start Date 02/2025; Approx. 25 hours/month 8.) Pelican Education, LLC; Investment Related; Provides general financial education; Manager/Owner; Start Date 02/2025; Approx. 2 hour/month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-29 |
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