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20900 Ne 30Th Avenue Suite 517, Aventura, FL 33180 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-06-17 |
Branch Locations
20900 Ne 30Th Avenue Suite 517, Aventura, FL 33180 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Bigsur Wealth Management, Llc | Miami | FL | 08/2012 | 11/2018 |
| Herpah Llc | Miami Beach | FL | 08/2012 | Present |
| Evolution Wealth Advisors, Llc | Aventura | FL | 05/2019 | Present |
| Heiz, Llc | Miami Beach | FL | 05/2013 | Present |
Heiz, LLC; Non Investment-Related; Miami Beach, FL; Catering Company; Director/Manager; 5/2013; 0 hrs/mo; 0 hrs/mo during securities trading hours; Not actively using time into the firm. HERPAH LLC; Investment-Related; Miami Beach, FL; Sub-contracting; Director/Managing Member; 8/2012; 0 hrs/mo; 0 hrs/mo during securities trading hours; Sub-contracting investment related services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-04-02 |
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