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220 Palm Harbor Blvd., Palm Harbor, FL 34683 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-13 |
| TX | RA | APPROVED_RES | 2025-05-23 |
Branch Locations
220 Palm Harbor Blvd., Palm Harbor, FL 34683 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Global Financial Private Capital, Llc | Sarasota | FL | 03/2015 | 04/2019 |
| Simple Path Retirement, Llc | Palm Harbor | FL | 02/2015 | Present |
| Windsor Marketing Services | Palm Harbor | FL | 06/2009 | 12/2017 |
| J.W. Cole Advisors, Inc. | Tampa | FL | 04/2019 | 06/2020 |
| Simplepath Wealth Management, Llc | Palm Harbor | FL | 03/2020 | Present |
| Simplepath Insurance & Tax Planning, Llc | Palm Harbor | FL | 10/2013 | Present |
| Celcon Holdings, Llc | Palm Harbor | FL | 10/2021 | Present |
1. Celine J. Pastore is also a licensed insurance agent with SimplePath Insurance & Tax Planning, LLC. Approximately 20% of her time is spent in this practice. She will offer Clients services from those activities; 2. CelCon Holdings, LLC; not investment related; Palm Harbor, FL; Commercial Real Estate Holding Company; Managing Member/Landlord; Start Date 10/2021; Approx 2% of time
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-12-20 |
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