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Miami Beach, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-01-02 |
| FL | RA | APPROVED | 2025-03-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Miami | FL | 05/2007 | 04/2019 |
| Clairmont Investment Advisors Llc | Miami Beach | FL | 04/2019 | 07/2020 |
| Octogone Na Inc | Miami | FL | 08/2020 | 08/2022 |
| Octogone Na, Llc | Miami | CT | 08/2022 | 09/2024 |
| Oac Capital Advisors Llc | Miami | FL | 10/2024 | Present |
Rental Property - Doral, FL; Investment-related; Affiliation started 11/29/2016; Title: Owner; Duties: Clerical; No time is devoted to the rental each month during securities trading hours; 1 hour is devoted to the rental each month outside of securities trading hours. ///// Blossom, LLC (real estate investment); Investment-related; Doral, FL; The LLC was incorporated 01/21/2015 in DE but the real estate business in FL started 06/26/2017; Title: Member; Duties: Clerical; No time is devoted to the business each month during securities trading hours; 1 hour is devoted to the business each month outside of securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-12 |
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