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3300 Pga Boulevard Suite 200, Palm Beach Gardens, FL 33410 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-03-02 |
| FL | RA | APPROVED | 2010-05-05 |
Branch Locations
3300 Pga Boulevard Suite 200, Palm Beach Gardens, FL 33410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Poinciana Advisors Group, Llc | Palm Beach Gardens | FL | 01/2010 | 02/2018 |
| Smith, Stohlman, James & Gardere, P.A | Palm Beach Gardens | FL | 01/2022 | Present |
| The Barrons Group, Llc | Palm Beach Gardens | FL | 08/2012 | Present |
| Poinciana Advisors Group, Llc | Palm Beach Gardens | FL | 02/2018 | Present |
1) Smith, Stohlman, James & Gardere, P.A 11025 RCA CENTER DRIVE PALM BEACH GARDENS, FL 33410; NON-INVESTMENT RELATED; PARTNER; AUGUST 2008 TO PRESENT; FULL TIME EMPLOYMENT; MAJORITY OF TIME SPENT IS DURING SECURITIES TRADING HOURS 2) THE BARRONS GROUP, LLC 4521 PGA BLVD, SUITE 130 PALM BEACH GARDENS, FL 33418; INVESTMENT RELATED; FOUNDER & CHIEF INVESTMENT OFFICER; AUGUST 2012 TO PRESENT; 1-2 Hours per week, during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-11-07 |
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