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Inactive

Robert Levin

Slatestone Wealth LLC

Jupiter, FL

Wimauma, FL

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Current Employers
Slatestone Wealth Llc

661 University Blvd Suite 100, Jupiter, FL 33458 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2020-03-13
  • FL RA
    APPROVED
    Since 2020-03-13

Branch Locations

661 University Blvd Suite 100, Jupiter, FL 33458 • United States

Wimauma, FL • 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
Emerald Asset Advisors, Llc Weston FL 12/2014 06/2019
Slatestone Private Client Jupiter FL 06/2019 12/2019
Slatestone Wealth Llc Jupiter FL 01/2020 Present
  • 12/2014 → 06/2019
    Emerald Asset Advisors, Llc
    Weston, FL
  • 06/2019 → 12/2019
    Slatestone Private Client
    Jupiter, FL
  • 01/2020 → Present
    Slatestone Wealth Llc
    Jupiter, FL
Previous Registrations
  • 2019-06-25 → 2020-03-26
    Slatestone Private Client
    Jupiter, FL
    Weston, FL
  • 2015-01-29 → 2019-06-21
    Emerald Asset Advisors Llc
    Weston, FL
  • 2014-10-28 → 2014-11-21
    Redhawk Wealth Advisors, Inc.
    Weston, FL
  • 2010-07-16 → 2014-11-12
    Asset Strategy Consultants Llc
    Hunt Valley, MD
  • 2003-10-07 → 2003-11-03
    Grove Point Investments, Llc
    Owings Mills, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-04-12
S63 Uniform Securities Agent State Law Examination 1996-04-08
  • S65 Uniform Investment Adviser Law Examination
    1996-04-12
  • S63 Uniform Securities Agent State Law Examination
    1996-04-08

View on SEC IAPD

Other Firms

&PARTNERS
STRAIGHTPATH MANAGEMENT INC
NIGHTHAWK MANAGEMENT GROUP
LPL FINANCIAL LLC
NOVEM GROUP
MML INVESTORS SERVICES, LLC
OSAIC WEALTH, INC.
CORE WEALTH MANAGEMENT, INC.

Other Investors

DANIEL DOYCE PAYNE
DENNIS PATRICK HARKIN
JOSHUA BRETT RUDOLPH
ERIN KATHERINE GIBBS-MATHEY
JASON WAYNE JOANIS
KIMBERLY LYNNE PIERCE
JACOB ANTHONY METRO
CHARLES JOHN DANIELS

Other Offices

&PARTNERS · Jupiter, FL
STRAIGHTPATH MANAGEMENT INC · JUPITER, FL
NIGHTHAWK MANAGEMENT GROUP · JUPITER, FL
LPL FINANCIAL LLC · JUPITER, FL
NOVEM GROUP · Jupiter, FL
LPL FINANCIAL LLC · JUPITER, FL
MML INVESTORS SERVICES, LLC · Jupiter, FL
OSAIC WEALTH, INC. · Jupiter, FL

More in Jupiter, FL

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