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7100 W Camino Real Ste 302-1/44, Boca Raton, FL 33433 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-06-24 |
Branch Locations
7100 W Camino Real Ste 302-1/44, Boca Raton, FL 33433 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors Llc | Boca Raton | FL | 03/2022 | 10/2022 |
| Matrixcare | Coral Springs | FL | 07/2013 | 02/2022 |
| Eaton Financial Holdings Company, Llc | Coral Springs | FL | 11/2022 | 06/2024 |
| Palm Wealth Partners | Boca Raton | FL | 06/2024 | Present |
1) INSURANCE SALES; INVESTMENT-RELATED; BOCA RATON, FL; AGENT; SEPARATELY LICENSED AS AN INDEPENDENT INSURANCE AGENT. START DATE: 04/2023. APPROXIMATELY 5 HOURS/MONTH DEVOTED TO THIS ACTIVITY WITH ALL HOURS OUTSIDE OF SECURITIES TRADING HOURS; PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS: 5%; INSURANCE SALES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-09-07 |
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