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Miami Beach, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-03-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axensis, Llc | Miami | FL | 05/2011 | Present |
| Fintelect Am, Llc | Miami | FL | 02/2022 | Present |
General partner of Fintelect Horizons LLC, a limited liability company organized in Delaware. Fintelect Horizons LLC will not be offered to advisory clients of Fintelect AM, LLC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-02 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-27 |
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