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661 University Blvd Suite 100, Jupiter, FL 33458 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2019-06-24 |
| FL | RA | APPROVED | 2017-04-14 |
Branch Locations
661 University Blvd Suite 100, Jupiter, FL 33458 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Slatestone Wealth, Llc | Jupiter | FL | 02/2017 | 08/2024 |
| 3One7, Llc | Palm Beach Gardens | FL | 01/2016 | 02/2017 |
| Slatestone Private Client | Jupiter | FL | 04/2019 | 12/2019 |
| Slatestone Wealth Llc | Jupiter | FL | 08/2024 | Present |
SlateStone Holdings LLC - Managing Member - non-investment related, holding company for SlateStone Wealth, 12/2021, 601 Heritage Drive, Jupiter FL 33478; spends approximately 2 hours a month and zero hours during the trading day.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-03-30 |
| S63 | Uniform Securities Agent State Law Examination | 1987-03-06 |
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