Matthew Scott Stohlman

Current Employers

Poinciana Advisors Group, Llc

3300 Pga Boulevard Suite 200, Palm Beach Gardens, FL 33410 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-01-01

FL RA
APPROVED

Since 2025-01-01

Branch Locations

3300 Pga Boulevard Suite 200, 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

Organization	City	State	From	To
Poinciana Advisors Group, Llc	Palm Beach Gardens	FL	07/2005	Present
Smith, Stohlman, James & Gardere, P.A	Palm Beach Gardens	FL	07/2001	Present

07/2005 → Present

Poinciana Advisors Group, Llc

Palm Beach Gardens, FL
07/2001 → Present

Smith, Stohlman, James & Gardere, P.A

Palm Beach Gardens, FL

Other Businesses

MATTHEW S. STOHLMAN IS AN OWNER AND CPA IN THE ACCOUNTING FIRM Smith, Stohlman, James & Gardere, P.A LOCATED AT 11025 RCA CENTER DR., SUITE 401, PALM BEACH GARDENS, FL 33410. NOT INVESTMENT RELATED. MATTHEW STOHLMAN WILL SPEND A MAJORITY OF HIS BUSINESS TIME ON THE ACCOUNTING PRACTICE.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2006-01-06

S65 Uniform Investment Adviser Law Examination

2006-01-06

View on SEC IAPD

Current Employers

Poinciana Advisors Group, Llc

Disclosures

Employment History

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Exams

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