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53 State Street 28Th Floor, Boston, MA 02109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2015-01-30 |
Branch Locations
11770 Us Highway 1 Suite E401, Palm Beach Gardens, FL 33408 • United States
53 State Street 28Th Floor, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Banyan Partners, Llc | Palm Beach Gardens | FL | 01/2011 | Present |
| Bp Wealth Management, Llc | Palm Beach Gardens | FL | 10/2014 | Present |
(1) TERRA BELLA & ASSOCIATES; NOT INVESTMENT RELATED; JUPITER, FL; COMMERCIAL LANDSCAPING AND TREE FARMING; CERTIFIED ARBORIST; START DATE 11/30/06; 5 HRS/MO; DUTIES:- CERTIFIED ARBORIST. (2) IDENTITY SOLUTIONS; NOT INVESTMENT RELATED; 8254 LONG BAY BLVD SARASOTA, FL; IDENTITY THEFT RECOVERY; MARKETING & INTRODUCING COMPANY; 08/2008; 12 HR/MO; 0 HR/MO DURING SECURITIES TRADING HRS; CONTACTING AND INTRODUCING BUSINESSES TO IDENTITY SOLUTIONS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-06-21 |
| S63 | Uniform Securities Agent State Law Examination | 1984-03-29 |
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