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Advisor at PALM WEALTH PARTNERS
BOCA RATON, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| PALM WEALTH PARTNERS | Independent wealth | Jun 24, 2024 | n/a | yes | BOCA RATON, FL | Current employment |
| EATON FINANCIAL GROUP | Former SEC adviser | Dec 25, 2023 | Jun 28, 2024 | no | CORAL SPRINGS, FL|Boca Raton, FL | Previous registration |
| EQUITABLE ADVISORS, LLC | National bd RIA | Mar 6, 2023 | Dec 14, 2023 | no | BOCA RATON, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EATON FINANCIAL GROUP | PALM WEALTH PARTNERS | Jun 28, 2024 | Jun 24, 2024 | -4 | Firm change | RIA to RIA |
| EQUITABLE ADVISORS, LLC | EATON FINANCIAL GROUP | Dec 14, 2023 | Dec 25, 2023 | 11 | Firm change | Ibd to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 316323:323361:FL:2024-06-28 | Jun 28, 2024 | Jun 24, 2024 | BOCA RATON, FL | Firm change |