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150 East Palmetto Park Road Suite 301, Boca Raton, FL 33432 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-08-22 |
| ME | RA | APPROVED | 2023-08-08 |
| TX | RA | APPROVED | 2023-08-08 |
Branch Locations
150 East Palmetto Park Road Suite 301, Boca Raton, FL 33432 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman Sachs Personal Financial Management | Newport Beach | CA | 08/2012 | 08/2023 |
| Fiduciary Family Office, Llc | Boca Raton | FL | 08/2023 | Present |
Owner of Excelsior Capital Holdings. LLC; Author, writer and speaker. Activity will take place from Boca Raton; FL. Organization is not primarily engaged in investment-related activity. Start date was December 3, 2009. Three hours per month. Duties include writing and promoting book.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-05-29 |
| S63 | Uniform Securities Agent State Law Examination | 1995-12-28 |
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