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7100 W Camino Real Ste 302-1/44, Boca Raton, FL 33433 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-06-24 |
Branch Locations
7100 W Camino Real Ste 302-1/44, Boca Raton, FL 33433 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Worldpay | Weston | FL | 03/2016 | 03/2017 |
| Axa Advisors, Llc | New York | NY | 09/2016 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 09/2016 | 02/2023 |
| Equitable | Boca Raton | FL | 09/2016 | 02/2023 |
| Eaton Financial Holdings Company, Llc | Coral Springs | FL | 02/2023 | 06/2024 |
| Dominion Investor Services, Inc. | Horseshoe Bay | TX | 03/2023 | 06/2023 |
| Palm Wealth Partners | Boca Raton | FL | 06/2024 | Present |
1) INSURANCE SALES; INVESTMENT-RELATED; BOCA RATON, FL; AGENT; SEPARATELY LICENSED AS AN INDEPENDENT INSURANCE AGENT. START DATE: 04/12/2023. APPROXIMATELY 5 HOURS/MONTH DEVOTED TO THIS ACTIVITY WITH ALL HOURS OUTISDE OF SECURITIES TRADING HOURS; PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS: 5%; INSURANCE SALES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-17 |
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