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Nw Corner Ocean Avenue And Mission Street Second Level, Carmel By The Sea, CA 93921 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-01-02 |
| FL | RA | APPROVED | 2025-12-15 |
| NC | RA | APPROVED | 2025-12-11 |
| TX | RA | APPROVED | 2025-12-11 |
Branch Locations
4400 Biscayne Blvd, Miami, FL 33160 • United States
Nw Corner Ocean Avenue And Mission Street Second Level, Carmel By The Sea, CA 93921 • 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 |
|---|---|---|---|---|
| Ladenburg, Thalmann & Co., Inc. | New York | NY | 11/2002 | 12/2016 |
| Investacorp Inc | Miami | FL | 01/2017 | 07/2020 |
| Investacorp Advisory Services | Miami | FL | 01/2017 | 07/2020 |
| Securities America, Inc. | Miami | FL | 07/2020 | 06/2024 |
| Securities America Advisors, Inc. | Miami | FL | 07/2020 | 06/2024 |
| Osaic Wealth, Inc. | Miami | FL | 06/2024 | 12/2025 |
| Thepartners Wealth Management | Carmel By The Sea | CA | 12/2025 | Present |
OG MONEY MOTIVATION POSITION: ceo NATURE: motivational sales, book sales and coaching, podcasting INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/03/2017 ADDRESS: 1516 island blvd, aventura FL 33160 DESCRIPTION: wrote a motivational book and look to help motivate people in sales and life skills GORDON WEALTH INSURANCE POSITION: representative NATURE: life insurance, annuities INVESTMENT RELATED: Yes NUMBER OF HOURS: 7 SECURITIES TRADING HOURS: 2 START DATE: 07/02/2020 ADDRESS: 4400 biscayne blvd, #14, miami FL 33137, United States DESCRIPTION: sale of insurance and annuity through florida 2-15 license HAUTE TEAM POSITION: agent NATURE: real estate INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 03/02/2019 ADDRESS: 1000 e island blvd suite 2509, aventura FL 33160, United States DESCRIPTION: real estate transactions finding buyers and sellers and brokering the transactions RSG ATLANTIC LLC POSITION: partner NATURE: boat rental INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 06/09/2020 ADDRESS: 7901 4th st n, st petersburg FL 33702, United States DESCRIPTION: chartering a boat while we have it listed for sale. inherited boat from family after a death. looking tocover expenses while we find a buyer
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-24 |
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