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780 Nw 42Nd Avenue Suite 500, Miami, FL 33126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-07-23 |
Branch Locations
780 Nw 42Nd Avenue Suite 500, Miami, FL 33126 • United States
Tallahassee, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Efg Capital International Inc | Miami | FL | 07/2009 | 04/2018 |
| Efg Capital Advisors Inc | Miami | FL | 03/2016 | 04/2018 |
| Ocean Financial Services Llc | Miami | FL | 04/2018 | 09/2020 |
| Ocean Financial Advisors Llc | Miami | FL | 04/2019 | 07/2020 |
| Ocean Financial Advisors Llc | Miami | FL | 07/2020 | Present |
| Ocean Financial Services, Llc | Tallahassee | FL | 09/2020 | Present |
COMPANY NAME: OCEAN FINANCIAL ADVISORS, LLC; INVESTMENT RELATED; PURPOSE OF BUSINESS: ADVISORY SERVICES; HIRE DATE: 04/26/2019; APPROX NUMBER OF HOURS A MONTH: 120H; COMPANY LOCATION: MIAMI FL, POSITION: FINANCIAL ADVISER Company Name: Ocean Insurance Services; Non-Investment Related; Insurance Representative; 2021; 12hours/month; Company Location: Miami, FL; Position: Insurance Agent Company Name: H&MD Holdings LLC; Non-Investment Related; Tallahassee, FL; Real Estate Holding Company; Owner (passive); Created 4/29/24; 0 hours/month; Land/vacation property
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 1999-06-18 |
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