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7100 W Camino Real Ste 302-1/44, Boca Raton, FL 33433 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
Branch Locations
7100 W Camino Real Ste 302-1/44, Boca Raton, FL 33433 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 12/2009 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 12/2009 | 10/2022 |
| Eaton Financial Holdings Company, Llc | Coral Springs | FL | 10/2022 | 06/2024 |
| Equitable | Boca Raton | FL | 04/2010 | 10/2022 |
| Palm Wealth Partners | Boca Raton | FL | 06/2024 | Present |
1) REAL ESTATE PROPERTY; OWNER; RENTAL; ADDISON POINTE CONDOMINIUM, FL; APPROXIMATELY 2 HOURS/MONTH, outside of securities trading hours. 2) INSURANCE SALES; INVESTMENT-RELATED; BOCA RATON, FL; AGENT; SEPARATELY LICENSED AS AN INDEPENDENT INSURANCE AGENT. START DATE: 04/2023. APPROXIMATELY 2 HOURS/MONTH DEVOTED TO THIS ACTIVITY, primarily during SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-17 |
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