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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-04-22 |
| TX | RA | APPROVED_RES | 2024-04-19 |
Branch Locations
3507 Kyoto Gardens Dr Florida Pwm Palm Beach, Palm Beach Gardens, FL 33410 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Palm Beach Gardens | FL | 10/2010 | 01/2020 |
| J.P. Morgan Securities Llc | Palm Beach Gardens | FL | 10/2008 | 01/2020 |
| Smartfoods Vending, Llc | Jupiter | FL | 04/2017 | Present |
| Forbesbooks | Charleston | SC | 04/2018 | Present |
| Town Sports Group (Tsg) | Franklin | MA | 09/2002 | Present |
| Sakim Llc | Jupiter | FL | 09/2014 | Present |
| First Republic Securities Company, Llc | Jupiter | FL | 01/2020 | 10/2023 |
| First Republic Investment Management, Inc | Jupiter | FL | 01/2020 | 04/2024 |
| J.P. Morgan Securities Llc | Jupiter | FL | 09/2023 | 04/2024 |
| Jp Morgan Chase Bank, N.A. | Jupiter | FL | 10/2023 | 04/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Palm Beach | FL | 04/2024 | Present |
| Pure Hockey | Worcester | MA | 06/2002 | Present |
| Bank Of America, N.A. | Palm Beach Gardens | FL | 07/2024 | Present |
I*1824288,NotPrft,:JupiterMedicalCenterFoundation,Address:Jupiter,FL,InvstRltd:No,Role:BoardMemberInvestmentCommitteeChrmn,Start:2018,NoHours:5hrs/Mo,NoHrsduringtSAKIMLLCInvestrltd_YesAddr_Jupiter,FLRole_BeneficialOwner_rading:0,Duties:serveontheboardandchairinvestcommittee.I*1856305,Prft,:TSGEnterprises,Address:Holliston,MA,InvestRelated:No,Role:Owner,Start:02/06/02,NoHrs:10hrs/Mo,NoHrsduringtrading:0,Duties:ThisisaholdingcompanythatownsPureHockey.I*1824272,Prft,:BrexaBabesLLC,Address:Jupiter,FL,InvestRelated:No,Role:GeneralPartner/ManagingMember,Start:08/15/18,NoHours:0,NoHrsduringtrading:0,Duties:AholdingcompanyforahomeourfamilyownsintheBahamas.I*1824274,Prft,:NexGenSinai,Address:Jupiter,FL,InvestRelated:No,Role:GeneralPartner/ManagingMember,Start:11/19/20,NoHours:1hr/Mo,NoHrsduringtrading:0,Duties:ArealestateholdingcompanyforaspecificpieceofrealestateI*1824278,Prft,:NexGenHancock,Address:Jupiter,FL,InvestRelated:No,Role:GeneralPartner/ManagingMember,Start:09/16/20,NoHours:1hr/Mo,NoHoursduringtrading:0,Duties:toholdrealestateinTallahassee.:NextGenSeabagsLLCInvest.trd:NoPassiveRealEstateInvestmentRole:Mgr.Date:11/15/21#ofhrs./mnth:0#ofhrs./trd:0,:NextGenReunionLLCInvstrltd:Role:Mgr.Date:10/28/21#ofhrs./mnth:0#hrs/trd:0,SakimLLCAddress:Jupiter,FLInvstrltd:NoRole:OwnerStartDate:2/1/2016duties:N/A#hrs./mnth:0#ofhrs//trd:0.I*1824279,Profit,ofOBA:NexGenTidalLLC,Address:Jupiter,FL,33458InveRelated:No,:GnrlPrtnr/MngingMmbrDate:05/25/23NoHours:1hr/Mo,NoHrsduringtrading:0,Duties:Itisarealestateholdingco.I*1824271,Profit,:SakimRealtyHoldingsLLC,Address:Jupiter,FL,InvestRelated:N,:GeneralPartner/ManagingMember,StartDate:11/17/2022,NoHrs:1hr/mo,NoHrsduringtrading:0,Duties:Arealestateholdingco.forpersonalrealestateinvestI*1832275Profit:VelocityTeamSales,IncAddr:Needham,MAInvestRelated::OwnerStartDate:07/16/13NoHrs:0MthlyHrsduringtrading:0Duties:thisentitywasformedforthepurposeofoperatingtheTeamSalesDivisionofTSGEnterprises(PureHockey).I*1855307Profit:GrandPointeHoldings,LLCAddr:Needham,MAInvestRelated::OwnerStartDate:12/15/15NoHrs:0MoNoHrsduringtrading:0Duties:ThisentitywasformedforthepurchofmakingsubordinatedloanstoTSGEnterprises.I*1824287Profit:SakimInvestmentsLLCAddress:Jupiter,FLInvestRelated:no:GeneralPartner/ManagingMemberStartDate:02/01/16NoHrs:0MonthNoHrsduringtrading:0Duties:itisaholdingco.thatownsafractionalinterestinaLattitudeaircraftI*182490,PlaceofHope,Invrelated:no,2023,4hrsmthly,hrsduringtrading:0.Duties:PlaceofHopeisachI*1832274,profit,:5EKatellaLLC,Address:Needham,MA,02492,InvestmentRelated:NO,Role:OWNER,StartDate:11/15/18,NoHrs:0MTHLY,Hrsduringtrading0:Duties:FormedforthesolepurchaseofacquiringapropertyinAnaheI*1855310ForProfit,:PureHockeyLLCAddress:Holliston,MA,01746InvestRelated:No0:OwnerEmployeeStartDate:06/17/2009NoHrs:5MonthNoHrsduringtrading:0Duties:IamanownerinthisentityI*1832273Profit,:EdgewaterDrivePartnersLLCAddress:Needham,Massachusetts02492InvestRelated:NoRole:OwnerStart:8/20/2015Hrs:0hrsduringtrading:0Duties:thisLLCwasformedforthepurposeofmakingsubordinatedloans.I*2018295,NextgenVPRLLC,FL,9/25/24,GP,0hr,1hr,realestateholdingI*2496360,ForProfit,:NextGenAPPLLC,PORTSTLUCIE,Fl,34952,InvestRelated:N,:GeneralPartner/ManagingMember,StateDate:6/15/2025,Hrs:1Mo,HrsduringTrading:0Mo,Duties:LLCtoholdaninvestmentpropinSCI*2776262ForprofitNameCovenantSportsGroup,LLC,Jupiter,Fl,34952,InvesN,ConsultantStateDate:9/1/25Hrs:1Mtly,HrsduringTrading:0Mo,Duties:Passiveownerofmyson'sbusI*2817281EntityType:EntityForProfitNameofOBA:AuthorAddress:Florida,33333InvestmentRelated:YesPosition,Title,Association:OtherEmployeeStartDate:01/01/2019NumberofHours:0,YearlyNumberofHoursduringtrading:0,YearlyDuties:In2019IhadabooktitledStructuralAlphapublished.Nonecurrently I*4772332 Type: For Profit Name: Nextgen Toscana LLC Address: Jupiter, FL, 33477 Investment: No Association: Gen Partner/MNG Member Start Date: 7/1/26 Hours: 1, Monthly Hours during trading: 0, Monthly Duties: holds a lodging club membership at Discovery Land's Tenuta
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-02-07 |
| S63 | Uniform Securities Agent State Law Examination | 1989-03-02 |
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