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661 University Blvd Suite 100, Jupiter, FL 33458 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-11-19 |
Branch Locations
661 University Blvd Suite 100, Jupiter, FL 33458 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bp Wealth Management, Llc | Boston | MA | 12/2014 | 07/2019 |
| Slatestone Wealth, Llc | Jupiter | FL | 08/2019 | Present |
| Slatestone Wealth, Llc | Jupiter | FL | 10/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-17 |
| S63 | Uniform Securities Agent State Law Examination | 2011-02-15 |
| S66 | Uniform Combined State Law Examination | 2005-02-17 |
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