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Islamorada, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-31 |
| NC | RA | APPROVED | 2025-01-14 |
| TX | RA | APPROVED | 2025-01-14 |
Branch Locations
Islamorada, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Islamorada Investment Management, Llp | Tavernier | FL | 07/2013 | Present |
| Bastion Fiduciary | Islamorada | FL | 05/2024 | Present |
Lauretta Ann Reeves is a voting member of the investment committee of the Burroughs Wellcome Fund, an independent private foundation. The committee meets three times a year for approximately three hours. Approximate .1 hours/month is devoted to the business, approximate .1 hours/month is devoted to the business during securities trading hours. Her duties include, Attend Investment Committee, which selects managers for the Funds assets. She is a voting member. The address is 21 T.W. Alexander Drive, Research Triangle Park, NC, 27709.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-04-28 |
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