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Chase M Garey

Greenline Wealth Management

Boca Raton, FL

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Current Employers
Greenline Wealth Management

301 Yamato Road Suite 3151, Boca Raton, FL 33431 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-08-10
  • FL RA
    APPROVED
    Since 2026-08-10

Branch Locations

301 Yamato Road Suite 3151, Boca Raton, FL 33431 • 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
Full-Time Student Fort Lauderdale FL 08/2010 05/2026
Greenline Wealth Management Llc Boca Raton FL 07/2026 Present
  • 08/2010 → 05/2026
    Full-Time Student
    Fort Lauderdale, FL
  • 07/2026 → Present
    Greenline Wealth Management Llc
    Boca Raton, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-16
  • S65 Uniform Investment Adviser Law Examination
    2026-07-16

View on SEC IAPD

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