RE
Raymond L. Eaton
PRIMORIS WEALTH ADVISORS
North Palm Beach, FL 33403
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CRD#: 6406449
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Professional summary
Raymond L Eaton is a registered financial advisor currently at PRIMORIS WEALTH ADVISORS, LLC located in North Palm Beach, Florida.
Raymond is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Raymond has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
1)BOX OF RAIN CONSULTING INC; NOT INVESTMENT RELATED; 111 OAK HARBOUR DR, JUNO BEACH, FLORIDA 33408; SMALL BUSINESS CONSULTING SERVICES; CEO; 1/2/2014; 40 HRS PER MONTH; 0 HRS DURING TRADING; ASSIST SMALL BUSINESSES IN SETTING UP THEIR COMPANIES. 2)CATALFAMO, EATON & DELISI, LLC; NOT INVESTMENT RELATED; 9250 Alternate AIA, Suite A, North Palm Beach, FL 33403; TAX PREPARATION AND BOOKKEEPING SERVICES; MANAGING PARTNER; 10/2005; 100 HRS PER MONTH; 3 HRS DURING TRADING; MANAGING PARTNER OF TAX PREPARATION FIRM. 3)WORDUP HOLDINGS, INC.; NOT INVESTMENT RELATED; 6062 SE FEDERAL HIGHWAY, STUART, FL 34997; VAPE SHOP; PRESIDENT AND TREASURER; 1/5/2014; 10 HRS PER MONTH; 0 HRS DURING TRADING; OVERSEE FINANCIALS OF THE COMPANY. 4)VITIS VINIFERA HOLDINGS INC.; NOT INVESTMENT RELATED; 9250 ALTERNATE A1A SUITE A, NORTH PALM BEACH, FL 33403; THIS ENTITY OWNS 95% OF CATALFAMO, EATON & DELISI, LLC; VICE PRESIDENT; 08/12/2005; 1 HR PER MONTH; 0 HRS DURING TRADING; PREPARE ANNUAL FEDERAL AND STATE TAX RETURNS. ONLY ACTIVITY IS OWNERSHIP OF CATALFAMO, EATON & DELISI, LLC. 5)ALIEN TIGER VAPOR, LLC, NOT INVESTMENT RELATED, 824 SW FEDERAL HIGHTWAY, STUART FL 34994; RETAIL VAPE SHOP; MANAGING MEMEBER; 12/05/2018; 4 HRS PER MONTH; O HRS DURING TRADING; PREPARE COMPANY BOOKS, PAYROLL, AND SALES TAX RETURNS. 6) 9250 LLC, NOT INVESTMENT RELATED; 9250 ALTERNATE A1A SUITE A, NORTH PALM BEACH, FL 33403; COMMERCIAL REAL ESTATE; MANAGING MEMBER; 03/13/2017; 5 HRS PER MONTH; 0 HRS DURING TRADING; PROPERTY MANAGEMENT, COLLECTING RENTS, FILING COMMERCIAL RENT SALES TAX RETURNS.
CRS (Client Relationship Summary) - RIA
Click below to view Raymond L Eaton's 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®
NoneExperience
Current
October 26, 2015 - Present
PRIMORIS WEALTH ADVISORS, LLC
Office #1: 9250 Alternate A1a Suite A, North Palm Beach, FL 33403RIA
CRD#: 125567
North Palm Beach, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PW
PRIMORIS WEALTH ADVISORS, LLC
PRIMORIS CAPITAL MANAGEMENT, LLC | PRIMORIS WEALTH ADVISORS, LLC
CRD#: 125567 / SEC#: 801-119740
RIA
Registered Investment Advisory firm - (11/6/2020 Approved)Connecticut
Registered Investment Advisory firm - (2/23/2021 Terminated)Florida
Registered Investment Advisory firm - (2/22/2021 Terminated)New York
Registered Investment Advisory firm - (2/22/2021 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(10/26/2015)
IAR
Texas(3/17/2022)
Current Firm
PW
PRIMORIS WEALTH ADVISORS, LLC
PRIMORIS CAPITAL MANAGEMENT, LLC | PRIMORIS WEALTH ADVISORS, LLC
CRD#: 125567 / SEC#: 801-119740
RIA
Registered Investment Advisory firm - (11/6/2020 Approved)Connecticut
Registered Investment Advisory firm - (2/23/2021 Terminated)Florida
Registered Investment Advisory firm - (2/22/2021 Terminated)New York
Registered Investment Advisory firm - (2/22/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
9250 Alternate A1a Suite A, North Palm Beach, FL 33403
Mailing Address
Phone number
(561) 296-0796
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 493 |
| AUM (Assets Under Management) | $ 196,805,283 |
Red Flags
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