AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
NA

Napoleon A. Aponte

STATETRUST INVESTMENTS
Boca Raton, FL 33487
Some features on this profile are disabled
CRD#: 3051313
NA

Professional summary


Napoleon Arturo Aponte, who also goes by Napoleon A Aponte, Napoleon A Aponte Fajardo, is a registered financial professional currently at STATETRUST INVESTMENTS INC. located in Boca Raton, Florida.

Napoleon is registered as a RR (Registered Representative) and started their career in finance in 1998. Napoleon has worked at 6 firms and has passed the Series 63, Series 52TO, Series 79TO, Series 99TO, SIE, Series 31, Series 7, Series 14, Series 10, Series 9, Series 53, Series 24, Series 4 and Series 8 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Napoleon A Aponte | Napoleon A Aponte Fajardo

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Napoleon Arturo Aponte's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

June 13, 2017 - Present

STATETRUST INVESTMENTS INC.

Office #1: 1750 Clint Moore Road, Boca Raton, FL 33487
BD
CRD#: 104651
Boca Raton, FL
Past

July 7, 2014 - June 9, 2017

ITAU INTERNATIONAL SECURITIES INC.

BD
CRD#: 144769
MIAMI, FL
Past

September 11, 2013 - November 16, 2015

DAKOTA SECURITIES INTERNATIONAL, INC.

BD
CRD#: 132700
MIAMI, FL
Past

February 13, 2012 - June 12, 2013

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
MIAMI, FL
Past

April 5, 2006 - February 8, 2012

ATLAS ONE FINANCIAL GROUP, LLC

BD
CRD#: 124057
MIAMI, FL
Past

July 17, 1998 - February 21, 2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
District of Columbia
(10/17/2019)
RR
Florida
(6/13/2017)
RR
Ohio
(10/15/2019)
RR
Texas
(11/15/2018)

Exams


State Security Law Exam
RR
Series 63
Date: 10/13/2012
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 31
Date: 9/20/2004
Futures Managed Funds Examination
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 9/18/1999
General Securities Sales Supervisor Examination (Options Module & General Module)
SRO Registrations
RR
FINRA

Current Firm


SI
STATETRUST INVESTMENTS INC.
STATETRUST INVESTMENTS INC.

CRD#: 104651 / SEC#: , 8-52954

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
1750 Clint Moore Road, Boca Raton, FL 33487
Mailing Address
1750 Clint Moore Road, Boca Raton, FL 33487
Phone number
(305) 921-8100
Established
Delaware since 04/14/2000
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (23 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
STATETRUST GROUPSHAREHOLDER
APONTE, NAPOLEON ARTUROCCO, SROP, MUNI PRINCIPAL3051313
CIMBAL, JEFFREY WAYNEPRESIDENT - FINOP2028791

Disclosures


Regulatory Event7

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


STATETRUST INVESTMENTS INC.

CRD#: 104651Boca Raton, FL 33487

TRUST BUT VERIFY

Monitor Napoleon Aponte

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
Charles Andrew Fischer
Charles FischerAdvisorCheck Check Mark
RAYMOND JAMES & ASSOCIATES, INC.
IAR
RR
Boca Raton, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics