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661 University Blvd Suite 100, Jupiter, FL 33458 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-12-13 |
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 |
|---|---|---|---|---|
| O'NEil Securities, Incorporated Crd #894 | Boston | MA | 04/2015 | 11/2018 |
| Butcherjoseph Asset Management, Llc | Charlotte | NC | 12/2018 | 09/2019 |
| Sable Capital Llc | Charlotte | NC | 12/2018 | 09/2019 |
| Kace Capital Advisors | Palm Beach | FL | 09/2019 | Present |
| Slatestone Wealth, Llc | Jupiter | FL | 10/2023 | Present |
| Yahoo Finance | New York | NY | 01/2025 | Present |
Kace Capital Advisors; investment related; 661 University Blvd, Jupiter FL 33458; financial, educational, consulting and public speaking ; Managing Founder; Owner; 2019; 6 hours monthly; zero during trading hours; duties to prepare all materials/information needed for presentation. Yahoo Finance Podcoast Host - Not Investment Related - Investment Education 700 Broadway New York New York 100003
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 1994-01-11 |
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