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119 Washington Avenue Suite 400, Miami Beach, FL 33139 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED | 2014-10-11 |
Branch Locations
119 Washington Avenue Suite 400, Miami Beach, FL 33139 • 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 |
|---|---|---|---|---|
| Saxony Securities | St. Louis | MO | 03/2014 | Present |
| Rose Capital Advisors, Llc | Miami Beach | FL | 10/2014 | Present |
| Premia Global Advisors, Llc | Coral Gables | FL | 06/2026 | Present |
| Catellan Holdings Manager, Llc | New York | NY | 02/2022 | Present |
1) Rose Capital Advisors LLC; 119 Washington Ave, Suite 608, Miami Beach, FL 33139; Investment Advisory Firm; Managing Partner/CCO/Financial Advisor; since October 2014; 130hrs/month; 130 hrs/month during trading hours; conducts advisory business through RIA. _ 2) Saxony Securities, Inc.; 119 Washington ave, suite 608, Miami Beach, FL 33139; BrokerDealer; Registered Representative; since October 2014; 22 hrs/month; 22 hrs/month during trading hours; Advises clients on securities investments and facilitates the purchase and sale of financial products through a broker-dealer. _ 3) Premia Global Advisors, LLC; 2600 South Douglas Rd., Suite 1103, Coral Gables, FL 33134; Investment Advisory Firm; managing member; Since June 2026; 22 hrs/month; 22 hrs/month during trading hours; Managing Member overseeing succession-related activities pending client transfer to another RIA. No advisory services provided. _ 4) Castellan Holdings Manager, LLC; Consultant ; Investment Related;22 East 42nd Street, Suite 1903 New York, NY 10168; Consulting Services, Since February 2022, 1-2HRS/MO During Trading Hours; Investor relations, capital introductions, identify potential M&A candidates, overall strategic advice, identify potential investment banking partners _ 5)Independent Licensed Insurance Agent; 119 Washington Ave, Suite 400 Miami Beach, FL 33139; Non Variable Insurance Sales; Insurance Agent; Since 6/17/2022; 1-2 HRS/MO; Insurance Policy Sales.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-25 |
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