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Current Employers
Atticus Wealth Management

11380 Prosperity Farms Road Suite 201, Palm Beach Gardens, FL 33410 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-02-28
FL RA APPROVED 2025-01-01
  • TX RA
    APPROVED
    Since 2025-02-28
  • FL RA
    APPROVED
    Since 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

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
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
  • 01/2010 → 12/2019
    The Loxahatchee Club
    Jupiter, FL
  • 09/2012 → Present
    Bartolf Wealth Advisors
    Jupiter, FL
  • 06/2018 → Present
    Atticus Wealth Management, Llc
    Palm Beach Gardens, FL
Previous Registrations
  • 2017-01-03 → 2018-12-31
    Bartolf Wealth Advisors, Inc.
    Castle Rock, CO
    Jupiter, FL
    Jupiter, FL
  • 2012-08-14 → 2012-09-05
    Kestra Investment Services, Llc
    Port St. Lucie, FL
Other Businesses

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. ~

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-06-18
  • S66 Uniform Combined State Law Examination
    2012-06-18
Designations

View on SEC IAPD

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