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220 Palm Harbor Blvd., Palm Harbor, FL 34683 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-23 |
| FL | RA | APPROVED | 2020-07-13 |
Branch Locations
220 Palm Harbor Blvd., Palm Harbor, FL 34683 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Global Financial Private Capital | Sarasota | FL | 02/2015 | 09/2018 |
| Global Financial Private Capital, Llc | Sarasota | FL | 01/2016 | 04/2019 |
| J.W. Cole Advisors, Inc. | Tampa | FL | 04/2019 | 06/2020 |
| Simplepath Wealth Management, Llc | Palm Harbor | FL | 03/2020 | Present |
| Simplepath Insurance & Tax Planning, Llc | Palm Harbor | FL | 01/2020 | Present |
Maxime B. Choiniere is also a licensed insurance agent with SimplePath Insurance & Tax Planning, LLC. Approximately 20% of his time is spent in this practice. He will offer Clients services from those activities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-12-18 |
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