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John Louis Rotonti

Bastion Fiduciary

New Orleans, LA

Islamorada, FL

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Current Employers
Bastion Fiduciary

Islamorada, FL • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-31
LA RA APPROVED 2025-01-14
TX RA APPROVED 2025-01-14
  • FL RA
    APPROVED
    Since 2025-01-31
  • LA RA
    APPROVED
    Since 2025-01-14
  • TX RA
    APPROVED
    Since 2025-01-14

Branch Locations

New Orleans, LA • United States

Islamorada, 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
Islamorada Investment Management Islamorada FL 08/2024 Present
The Motley Fool Alexandria VA 07/2014 03/2023
Unemployed New Orleans LA 04/2023 07/2024
Bastion Fiduciary Islamorada FL 08/2024 Present
  • 08/2024 → Present
    Islamorada Investment Management
    Islamorada, FL
  • 07/2014 → 03/2023
    The Motley Fool
    Alexandria, VA
  • 04/2023 → 07/2024
    Unemployed
    New Orleans, LA
  • 08/2024 → Present
    Bastion Fiduciary
    Islamorada, FL
Previous Registrations
  • 2024-08-15 → 2025-03-31
    Islamorada Investment Management, Llp
    New Orleans, LA
    Islamorada, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-20
S63 Uniform Securities Agent State Law Examination 2011-02-23
  • S65 Uniform Investment Adviser Law Examination
    2024-07-20
  • S63 Uniform Securities Agent State Law Examination
    2011-02-23
Other Names
  • John Louis Rotonti

View on SEC IAPD

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