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433 Plaza Real Suite 275, Boca Raton, FL 33432 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-05-12 |
Branch Locations
433 Plaza Real Suite 275, Boca Raton, FL 33432 • United States
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Portfolio Consultants, Inc. | Boca Raton | FL | 03/2013 | 09/2017 |
| Managed Account Services (B/D 133803) | Malvern | PA | 03/2013 | 03/2018 |
| Kbk Capital Management Llc | Delray Beach | FL | 01/2018 | 12/2021 |
| Gulfcrest Capital Management Llc | Boca Raton | FL | 01/2023 | Present |
| Blueshores Management Consulting | Boca Raton | FL | 12/2021 | Present |
BlueShores Management Consulting; not investment related; 433 Plaza Real, Suite 275; Boca Raton, FL 33432; Management consulting services to small/medium sized businesses; Consultant; 25% Partner; 12/2021; 10 hours per month; 0.5 hour during securities trading hours; provide management consulting services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-03-10 |
| S63 | Uniform Securities Agent State Law Examination | 1986-05-16 |
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