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Current Employers
Boggess Asset Management

700 S. Rosemary Ave. Suite 204, West Palm Beach, FL 33401 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-03-22
  • FL RA
    APPROVED
    Since 2024-03-22

Branch Locations

700 S. Rosemary Ave. Suite 204, West Palm Beach, FL 33401 • United States

Austin, TX • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Alluvium House Austin TX 08/2016 Present
  • 08/2016 → Present
    Alluvium House
    Austin, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-04-08
  • S65 Uniform Investment Adviser Law Examination
    2022-04-08

View on SEC IAPD

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