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Inactive

Callie Brooks

&Wealth Partners

Port St. Lucie, FL

Baltimore, MD

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Current Employers
&Wealth Partners

1629 Thames Street Suite 300, Baltimore, MD 21231 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2023-09-18
  • MD RA
    APPROVED
    Since 2023-09-18

Branch Locations

Port St. Lucie, FL • United States

1629 Thames Street Suite 300, Baltimore, MD 21231 • 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
&Wealth Partners Baltimore MD 07/2023 Present
Comerica Bank Palm Beach Gardens FL 10/2021 07/2023
Jensen Beach Property Management, Llc Jensen Beach FL 03/2020 10/2021
Jensen Beach Property Management, Llc Jensen Beach FL 02/2020 03/2020
Bass Realty Management Services, Llc Stuart FL 09/2019 02/2020
Johnson University Kissimmee FL 08/2019 10/2019
Wells Fargo Bank, N.A. Palm Beach FL 06/2012 08/2019
  • 07/2023 → Present
    &Wealth Partners
    Baltimore, MD
  • 10/2021 → 07/2023
    Comerica Bank
    Palm Beach Gardens, FL
  • 03/2020 → 10/2021
    Jensen Beach Property Management, Llc
    Jensen Beach, FL
  • 02/2020 → 03/2020
    Jensen Beach Property Management, Llc
    Jensen Beach, FL
  • 09/2019 → 02/2020
    Bass Realty Management Services, Llc
    Stuart, FL
  • 08/2019 → 10/2019
    Johnson University
    Kissimmee, FL
  • 06/2012 → 08/2019
    Wells Fargo Bank, N.A.
    Palm Beach, FL
Designations
Other Names
  • Callie Elizabeth Guthrie

View on SEC IAPD

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