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661 University Blvd Suite 100, Jupiter, FL 33458 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-07-25 |
Branch Locations
661 University Blvd Suite 100, Jupiter, FL 33458 • 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 |
|---|---|---|---|---|
| Boston Private Wealth Llc | Palm Beach Gardens | FL | 12/2014 | 07/2018 |
| Svb Wealth Llc | Palm Beach Gardens | FL | 07/2018 | 07/2023 |
| Slatestone Wealth Llc | Jupiter | FL | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 1994-05-31 |
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