William Thomas Urquhart

Current Employers

Castle Island Wealth

11300 Us Highway 1 Suite 600, Palm Beach Gardens, FL 33408 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2026-04-22
FL	RA	APPROVED	2026-01-02

TX RA
APPROVED_RES

Since 2026-04-22
FL RA
APPROVED

Since 2026-01-02

Branch Locations

Boynton Beach, FL • United States

11300 Us Highway 1 Suite 600, Palm Beach Gardens, FL 33408 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Longhorn Investments, Inc	Boynton Beach	FL	09/2001	Present
Florida Atlantic University	Boca Raton	FL	08/2008	05/2024
Castle Island Wealth	Palm Beach Gardens	FL	12/2025	Present

09/2001 → Present

Longhorn Investments, Inc

Boynton Beach, FL
08/2008 → 05/2024

Florida Atlantic University

Boca Raton, FL
12/2025 → Present

Castle Island Wealth

Palm Beach Gardens, FL

Previous Registrations

2002-01-15 → 2025-12-31

Longhorn Investments, Inc.

Boynton Beach, FL

Other Businesses

BILL URQUHART, SELF EMPLOYED CPA, NOT INVESTMENT-RELATED. 1245 NW 13 AVE. BOYNTON BEACH, FL 33426, TAX AND ACCOUNTING SERVICES, POSITION: OWNER, START-1980, HOURS PER MONTH-100. HOURS DURING SECURITIES TRADING HOURS-40. I AM THE PRINCIPAL CONTACT AND PREPARER OF APPROXIMATELY 150 TAX RETURNS PER YEAR.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2001-08-22

S65 Uniform Investment Adviser Law Examination

2001-08-22

View on SEC IAPD