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Inactive

Jamar Gopie

Ballentine Partners

Palm Beach Gardens, FL

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Current Employers
Ballentine Partners

230 3Rd Avenue Suite 6, Waltham, MA 02451 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-03-15
  • FL RA
    APPROVED
    Since 2023-03-15

Branch Locations

3801 Pga Blvd Ste 810, Palm Beach Gardens, FL 33410 • 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
Ballentine Partners Llc Palm Beach Gardens FL 02/2023 Present
Coastal Wealth Ft. Lauderdale FL 01/2019 01/2023
Nike Sunrise FL 05/2012 10/2017
Freelance Marketing Miramar FL 10/2017 01/2019
  • 02/2023 → Present
    Ballentine Partners Llc
    Palm Beach Gardens, FL
  • 01/2019 → 01/2023
    Coastal Wealth
    Ft. Lauderdale, FL
  • 05/2012 → 10/2017
    Nike
    Sunrise, FL
  • 10/2017 → 01/2019
    Freelance Marketing
    Miramar, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-02-22
  • S65 Uniform Investment Adviser Law Examination
    2023-02-22

View on SEC IAPD

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