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Mitchell David Goldstein

Kalorama Wealth Strategies, LLC

Oakland Park, FL

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Current Employers
Kalorama Wealth Strategies, Llc

Oakland Park, FL • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-06-13
  • FL RA
    APPROVED
    Since 2025-06-13

Branch Locations

Oakland Park, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Kalorama Wealth Strategies, Llc Washington DC 11/2009 Present
Previous Registrations
  • 2005-05-20 → 2009-12-31
    Medallion Advisory Services, Llc
    Washington, DC
  • 2004-05-26 → 2005-03-30
    Park Avenue Securities Llc
    Fairfax, VA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2004-06-21
S66 Uniform Combined State Law Examination 1997-11-13
  • S63 Uniform Securities Agent State Law Examination
    2004-06-21
  • S66 Uniform Combined State Law Examination
    1997-11-13
Designations
Other Names
  • David Mitchell Taube

View on SEC IAPD

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