Best Investors Account Sign in
Inactive

Jaron Thomas Oswalt

Palm Wealth Partners

Boca Raton, FL

Claim This Profile
Current Employers
Palm Wealth Partners

7100 W Camino Real Ste 302-1/44, Boca Raton, FL 33433 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-06-24
  • FL RA
    APPROVED
    Since 2024-06-24

Branch Locations

7100 W Camino Real Ste 302-1/44, Boca Raton, FL 33433 • 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
Laidlaw & Company (Uk) Ltd. Fort Lauderdale FL 04/2014 07/2017
Westpark Capital Ft Lauderdale FL 07/2017 03/2018
Frank Theaters Boynton Beach FL 01/2017 04/2020
Axa Advisors, Llc New York NY 03/2020 06/2020
Equitable Advisors, Llc New York NY 03/2020 12/2023
Eaton Financial Holdings Company, Llc Boca Raton FL 12/2023 06/2024
Equitable Advisors Boca Raton FL 03/2020 12/2023
Paragon Theaters Delray Beach FL 01/2024 Present
Laidlaw & Company Fort Lauderdale FL 04/2014 07/2017
Palm Wealth Partners Boca Raton FL 06/2024 Present
  • 04/2014 → 07/2017
    Laidlaw & Company (Uk) Ltd.
    Fort Lauderdale, FL
  • 07/2017 → 03/2018
    Westpark Capital
    Ft Lauderdale, FL
  • 01/2017 → 04/2020
    Frank Theaters
    Boynton Beach, FL
  • 03/2020 → 06/2020
    Axa Advisors, Llc
    New York, NY
  • 03/2020 → 12/2023
    New York, NY
  • 12/2023 → 06/2024
    Eaton Financial Holdings Company, Llc
    Boca Raton, FL
  • 03/2020 → 12/2023
    Equitable Advisors
    Boca Raton, FL
  • 01/2024 → Present
    Paragon Theaters
    Delray Beach, FL
  • 04/2014 → 07/2017
    Laidlaw & Company
    Fort Lauderdale, FL
  • 06/2024 → Present
    Boca Raton, FL
Previous Registrations
Other Businesses

1.) Paragon Theaters; Not Investment-related; Location: 14775 Lyons Rd, Delray Beach, FL 33446; Description of the business: Bartender; Responsibilities Duties: Pour drinks and serve food; Start date: 2024-01-05; Approximately 60 hours/month devoted to business with all hours outside of securities trading hours. 2.) Insurance Sales; Investment-related; Location of the business: 7100 West Camino Real, Ste 302-1, Boca Raton, FL 33433; Insurance agent; Responsibilities Duties: Insurance sales; Start date: 2024-01-23; Approximately 5 hours/month devoted to business, primarily during securities trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-03-02
S63 Uniform Securities Agent State Law Examination 2014-09-17
  • S65 Uniform Investment Adviser Law Examination
    2023-03-02
  • S63 Uniform Securities Agent State Law Examination
    2014-09-17
Other Names
  • Jaron Oswalt

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Boca Raton, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor