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Renew Family Wealth CRD 298618
$105M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1 S. Coastal Way Unit 104, Jupiter, FL 33477 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-09-14 |
Branch Locations
1 S. Coastal Way Unit 104, Jupiter, FL 33477 • United States
Garden City, NY • United States
1345 Avenue Of The Americas 33Rd Floor, New York, NY 10105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcglynn Advisors | Denver | CO | 11/2003 | 06/2017 |
| Third Seven Capital Advisors, Llc | New York | NY | 06/2017 | 12/2019 |
| Renew Family Wealth | West Palm Beach | FL | 08/2021 | Present |
| Third Seven Capital, Llc | New York | NY | 03/2018 | Present |
1.)Third Seven Capital, LLC, investment related, New York, NY, Broker Dealer, Registered Representative, Start Date 03/2018, approximately 160 hours per month with all hours devoted during securities trading hours
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-05-04 |
| S66 | Uniform Combined State Law Examination | 2004-01-14 |
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