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661 University Blvd Suite 100, Jupiter, FL 33458 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-02-04 |
| FL | RA | APPROVED | 2020-01-23 |
Branch Locations
661 University Blvd Suite 100, Jupiter, FL 33458 • United States
The 595 Executive Suites 10364 W State Road 84, Davie, FL 33324 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Sorel Financial Group | Plantation | FL | 08/2011 | 02/2018 |
| Emerald Asset Advisors, Llc | Weston | FL | 01/2014 | 06/2019 |
| Slatestone Private Client | Weston | FL | 06/2019 | 12/2019 |
| Slatestone Wealth Llc | Jupiter | FL | 01/2020 | Present |
Life, Health & Variable Annuities Fl 2-15 License; 2255 Glades Rd, Boca Raton, FL 33431 08/27/2010; UNDER 4 HOURS PER MONTH; NO TIME SPENT DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-07-10 |
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