Best Investors Account Sign in
Inactive

Michael Roscoe

Primoris Wealth Advisors, LLC

North Palm Beach, FL

Claim This Profile
Current Employers
Primoris Wealth Advisors, Llc

9250 Alternate A1A Suite A, North Palm Beach, FL 33403 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-12-09
  • FL RA
    APPROVED
    Since 2025-12-09

Branch Locations

9250 Alternate A1A Suite A, North Palm Beach, FL 33403 • 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
Barclay Breland Family Office Palm Beach Gardns FL 01/2016 08/2018
Primoris Wealth Advisors, Llc North Palm Beach FL 08/2018 Present
Previous Registrations
  • 2015-01-02 → 2018-08-29
    Barclay Breland Family Office
    Jupiter, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-12-22
  • S65 Uniform Investment Adviser Law Examination
    2014-12-22

View on SEC IAPD

Other Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
BUCKMAN ADVISORY GROUP LLC
TRUIST ADVISORY SERVICES, INC.
MML INVESTORS SERVICES, LLC
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Other Investors

GAVIN ANDREW MCNALLY
GREGORY MICHAEL CECCHINI
JUSTIN ABBOTT GOODHUE
JOHN ANTHONY CATALFAMO
RAYMOND L EATON
KELLY VERDONCK HAGAR
Steven Edgar Williams
George Butch A Massaro

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Palm Beach Gardens, FL
J.P. MORGAN SECURITIES LLC · PALM BEACH GARDENS, FL
BUCKMAN ADVISORY GROUP LLC · North Palm Beach, FL
BUCKMAN ADVISORY GROUP LLC · no. palm beach, FL
BUCKMAN ADVISORY GROUP LLC · north palm beach, FL
TRUIST ADVISORY SERVICES, INC. · NORTH PALM BEACH, FL
MML INVESTORS SERVICES, LLC · NORTH PALM BEACH, FL
OSAIC WEALTH, INC. · NORTH PALM BEACH, FL

More in North Palm Beach, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor