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Nw Corner Ocean Avenue And Mission Street Second Level, Carmel By The Sea, CA 93921 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-13 |
Branch Locations
Nw Corner Ocean Avenue And Mission Street Second Level, Carmel By The Sea, CA 93921 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Portfolios Finanical Services, Inc. | Holbrook | NY | 11/2010 | 09/2024 |
| Hilton Capital Management | Garden City | NY | 09/2024 | 06/2025 |
| Thepartners Wealth Management | Carmel By The Sea | CA | 06/2025 | 10/2025 |
| Thepartners Wealth Management | Carmel By The Sea | CA | 10/2025 | 03/2026 |
| Thepartners Wealth Management | Carmel By The Sea | CA | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 1993-01-22 |
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