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900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-06-01 |
Branch Locations
Boca Raton, FL • United States
900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • 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 |
|---|---|---|---|---|
| West Street Financial Services | Boca Raton | FL | 04/2006 | Present |
WEST STREET FINANCIAL SERVICES LLC: MANAGING MEMBER SINCE APRIL 2006. SERVICE COMPANY FOR ADVISORY BUSINESS EXPENSES AND TAXES. TIME SPENT 160 HRS/MONTH, ALL DURING TRADING HOURS. NOT INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 1989-02-03 |
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