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1061 E. Indiantown Road Suite 300, Jupiter, FL 33477 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-11-17 |
Branch Locations
1061 E. Indiantown Road Suite 300, Jupiter, FL 33477 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Palm Beach Garden | FL | 02/2006 | 11/2020 |
| One + One Wealth Management, Llc | Jupiter | FL | 10/2020 | Present |
1) 02/1996 INDEPENDENT LICENSED INSURANCE AGENT; INVESTMENT RELATED; LIFE INCLUDING VARIABLE LIFE, ANNUITIES INCLUDING VARIABLE AND HEALTH. 2) 01/01/2012 ST. JUDE CATHOLIC CHURCH; NON PROFIT ORG - TEQUESTA, FL; MEMBER OF FINANCE COMMITTEE/ADVISOR/VOLUNTEER POSITION/FOUNDER/LEADERSHIP; NOT INVESTMENT RELATED; APPROXIMATELY 2 HOURS PER MONTH/0 HOURS DURING TRADING HOURS; FINANCE COMMITTEE, REVIEW FINANCIALS ON QUARTERLY BASIS & PROVIDE FEEDBACK TO PASTOR. 3) 12/01/2017 LEGATUS; RELIGIOUS - JUPITER, FL; BOARD MEMBER/TREASURER; NOT INVESTMENT RELATED; APPROXIMATELY 1 HOURS PER MONTH/1 HOURS DURING TRADING HOURS; MAINTAIN MEMBERSHIP AND ORGANIZING SPEAKERS FOR MONTHLY EVENTS AND TREASURER.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-10-13 |
| S65 | Uniform Investment Adviser Law Examination | 1995-10-13 |
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