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11300 Us Highway 1 Suite 600, Palm Beach Gardens, FL 33408 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-06 |
| FL | RA | APPROVED | 2025-02-28 |
Branch Locations
11300 Us Highway 1 Suite 600, Palm Beach Gardens, FL 33408 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Castle Island Wealth | Palm Beach Gardens | FL | 08/2023 | Present |
| Castle Island Wealth | Palm Beach Gardens | FL | 10/2024 | Present |
| Crummer School Of Business, Rollins College | Winter Park | FL | 08/2022 | 05/2023 |
| Rollins College | Winter Park | FL | 08/2018 | 05/2022 |
| The Benjamin School | Palm Beach Gardens | FL | 08/2014 | 05/2018 |
Insurance license. Investment-related. 11300 US HWY 1, Suite 600, Palm Beach Gardens, 33408. Title: Insurance agent. Start date: 10/4/2023. 0 hours spent on this activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-10 |
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