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Karla Rossetti Pippins

Riverside Wealth Management, Inc.

West Palm Beach, FL

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Current Employers
Riverside Wealth Management, Inc.

515 N. Flagler Drive Suite 350, West Palm Beach, FL 33401 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APP_PEND_IARCE 2026-01-01
  • FL RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

515 N. Flagler Drive Suite 350, West Palm Beach, FL 33401 • 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
Riverside Wealth Management, Inc. West Palm Beach FL 04/2006 Present
Other Businesses

CONSULTANT TO PERSIMMON TECHNOLOGIES, CORPORATION CONSULTING INCLUDES STRATEGIC FINANCIAL, PERSONNEL AND EMPLOYMENT BENEFITS MATTERS. MRS PIPPINS SPENDS LESS THAN 15% OF HER TIME ON THESE OTHER BUSINESS ACTIVITIES.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-01-17
  • S65 Uniform Investment Adviser Law Examination
    2006-01-17
Other Names
  • Karla Louise Rossetti Smith
  • Karla Lousie Rossetti
  • Karla Rossetti Pippins
  • Karla Louise Rossetti

View on SEC IAPD

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Other Offices

CLEARSKY ADVISORS LLC · WEST PALM BEACH, FL
MYRIAD ASSET MANAGEMENT ADVISORS LLC · WEST PALM BEACH, FL
TCG STRATEGIC INCOME ADVISOR LLC · WEST PALM BEACH, FL
SUNRISE MANAGER LLC · WEST PALM BEACH, FL
SRT GROUP LLC · WEST PALM BEACH, FL
UBS FINANCIAL SERVICES INC. · WEST PALM BEACH, FL
CIBC PRIVATE WEALTH ADVISORS, INC. · WEST PALM BEACH, FL
CIBC PRIVATE WEALTH ADVISORS, INC. · West Palm Beach, FL

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