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515 N. Flagler Dr, Suite 350, West Palm Beach, FL 33401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-02-14 |
Branch Locations
515 N. Flagler Dr, Suite 350, West Palm Beach, FL 33401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Iberia | Palm Beach | FL | 08/2006 | 07/2020 |
| First Horizon Advisors | Palm Beach | FL | 08/2007 | 08/2022 |
| First Republic Bank | Palm Beach | FL | 08/2022 | 06/2023 |
| Krusen Capital Management, Llc | West Palm Beach | FL | 12/2023 | Present |
| Krusen Capital Management, Llc | West Palm Beach | FL | 01/2024 | Present |
| N/A | N/A | XX | 07/2023 | 12/2023 |
Clear Global LLC; not inbestment related; PO Box 211524 Royal Palm Beach, FL 33421; Real Estate holding company of 5993 La Piñata Blvd and 4381 Trevi Court in Greenacres FL for rental income.; Member; Started 01/01/2008; Less than an hour per month, all during trading hours; Deposit rent checks received in the US Postal mail. I can wrightchecks but bill are paid online and most on auto pay. Members are my wife and I.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-22 |
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