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9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
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 |
|---|---|---|---|---|
| Greenburg Tax & Insurance | Cooper City | FL | 09/2008 | Present |
| Fusion Investment Advisors, Llc | Cooper City | FL | 02/2012 | Present |
| Motiv8 Investments Llc | Fort Lauderdale | FL | 07/2017 | 09/2017 |
Investment Adviser Representative at FUSION INVESTMENT ADVISORS, LLC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-09-02 |
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