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Current Employers
Your Planning Partner Llc

3801 Pga Blvd #600, Palm Beach Gardens, FL 33410 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APP_PEND_IARCE 2026-01-01
NJ RA APP_PEND_IARCE 2026-01-01
PA RA APPROVED 2016-08-01
  • FL RA
    APP_PEND_IARCE
    Since 2026-01-01
  • NJ RA
    APP_PEND_IARCE
    Since 2026-01-01
  • PA RA
    APPROVED
    Since 2016-08-01

Branch Locations

3801 Pga Blvd #600, Palm Beach Gardens, FL 33410 • 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
OrganizationCityStateFromTo
Your Planning Partner Llc Palm Beach Gardens FL 05/2016 Present
Your Planning Partner Llc Palm Beach Gardens FL 05/2016 10/2020
Michael J Dixon, Cpa West Palm Beach FL 08/1981 Present
Previous Registrations
Other Businesses

1) MICHAEL J. DIXON ASSOC.; ACCOUNTING AND TAX SERVICES: OWNER (SOLE PROPRIETOR); SINCE 08/1981; NON-INVESTMENT RELATED; 50 HOURS A MONTH; I am a self-employed CPA, but no commissions are received for my work. 2) CARL DOMINO INC.; INVESTMENT-RELATED; 220 QUADRILLE BLVD., STE. 220; WEST PALM BEACH, FL 33401; PASSIVE OWNER SINCE 09/2004; MINORITY SHAREHOLDER (MORE THAN 5%) / NOT A CONTROL PERSON; NO TIME SPENT ON DAY-TO-DAY BUSINESS OF THE COMPANY DURING OR OUTSIDE OF SECURITIES TRADING HOURS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-03-07
S63 Uniform Securities Agent State Law Examination 1999-06-21
  • S65 Uniform Investment Adviser Law Examination
    2006-03-07
  • S63 Uniform Securities Agent State Law Examination
    1999-06-21
Designations

View on SEC IAPD

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