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3310 Mary Street Suite 501, Miami, FL 33133 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-05-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kaufman Rossin Wealth, Llc | Miami | FL | 03/2019 | Present |
| Kaufman, Rossin & Co. | Miami | FL | 08/2018 | Present |
| Totalbank | Miami | FL | 08/2015 | 06/2018 |
| Kr Financial Services, Llc Dba Kaufman Rossin Insurance Services | Miami | FL | 08/2018 | Present |
1) KAUFMAN, ROSSIN & CO., NON-INVESTMENT RELATED, 3310 MARY STREET, SUITE 501, MIAMI, FL 33133, PRINCIPAL, BUSINESS CONSULTING, START DATE 08/2018, GENERALLY, 3 HOURS PER WEEK DURING SECURITY TRADING HOURS. 2) KR FINANCIAL SERVICES dba KAUFMAN ROSSIN INSURANCE SERVICES, NON-INVESTMENT RELATED, 3310 MARY STREET, SUITE 501, MIAMI, FL 33133, PRESIDENT AND LICENSED INSURANCE AGENT. START DATE 08/2018, 0 HOURS PER WEEK DURING SECURITY TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-08-16 |
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