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11380 Prosperity Farms Road Suite 201, Palm Beach Gardens, FL 33410 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-28 |
| FL | RA | APPROVED | 2025-01-01 |
Branch Locations
11380 Prosperity Farms Road Suite 201, Palm Beach Gardens, FL 33410 • United States
611 W. Bay Street #24, Tampa, FL 33606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Loxahatchee Club | Jupiter | FL | 01/2010 | 12/2019 |
| Bartolf Wealth Advisors | Jupiter | FL | 09/2012 | Present |
| Atticus Wealth Management, Llc | Palm Beach Gardens | FL | 06/2018 | Present |
1.) Independent Insurance Agent; Investment-related; Palm Beach Gardens, FL; Start Date 02/2011; Approximately 10 hours/month devoted to this business with all hours during securities trading hours. ~
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-06-18 |
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