Inactive

Michael Joseph Coady

Slatestone Wealth LLC

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Current Employers

Slatestone Wealth Llc

661 University Blvd Suite 100, Jupiter, FL 33458 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2023-11-15

FL RA
APPROVED

Since 2023-11-15

Branch Locations

Milton, GA • United States

661 University Blvd Suite 100, Jupiter, FL 33458 • 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

Organization	City	State	From	To
Slatestone Wealth Llc	Jupiter	FL	06/2023	Present
Lewis James Professional	Alpharetta	GA	07/2022	03/2023
Ameris Bank	Atlanta	GA	07/2020	03/2022
First Republic Bank	Palm Beach	FL	05/2018	07/2020
First Citizens Bank	Palm Beach Gardens	FL	08/2010	05/2018
Unemployed	Milton	GA	04/2023	05/2023
Unemployed	Milton	GA	03/2022	06/2022

06/2023 → Present

Slatestone Wealth Llc

Jupiter, FL
07/2022 → 03/2023

Lewis James Professional

Alpharetta, GA
07/2020 → 03/2022

Ameris Bank

Atlanta, GA
05/2018 → 07/2020

First Republic Bank

Palm Beach, FL
08/2010 → 05/2018

First Citizens Bank

Palm Beach Gardens, FL
04/2023 → 05/2023

Unemployed

Milton, GA
03/2022 → 06/2022

Unemployed

Milton, GA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-11-06

S65 Uniform Investment Adviser Law Examination

2023-11-06

View on SEC IAPD

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