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1880 N Congress Ave Suite 302, Boynton Beach, FL 33426 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-01-24 |
| FL | RA | APPROVED | 2016-12-01 |
Branch Locations
1880 N Congress Ave Suite 302, Boynton Beach, FL 33426 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Best Life Financial Planning | Lake Worth | FL | 02/2015 | 09/2016 |
| Castle Wealth Management | West Palm Beach | FL | 10/2016 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-04-17 |
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