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1 Alhambra Plaza Floor Ph, Miami, FL 33134 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-02-13 |
| TX | RA | APPROVED | 2023-01-30 |
Branch Locations
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 |
|---|---|---|---|---|
| J.P. Morgan Securities Inc | Miami | FL | 02/2009 | 10/2017 |
| Jpmorgan Chase Bank | Miami | FL | 02/2009 | 10/2017 |
| Shachtman Llc I | Carrboro | NC | 01/2005 | Present |
| Hightower Securities, Llc | Chicago | IL | 10/2017 | 03/2021 |
| Hightower Advisors, Llc | Coral Gables | FL | 10/2017 | 03/2021 |
| True Wealth Advisory Group | Miami | FL | 11/2019 | Present |
Entity Name: Shachtman LLC I Investment related: Yes Address: 101 Carrboro, NC 27510 Nature of the other business: passive ownership in a commercial real estate building 0.25 hours per week True Wealth Advisory Group; 1 Alhambra Plaza, PH Coral Gables, FL 33134; investment related - financial planning, investment management, wealth management; Founder and CEO; Advisor; Start date 10/4/2017; 40 hour work week;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-08-03 |
| S65 | Uniform Investment Adviser Law Examination | 2017-10-05 |
| S66 | Uniform Combined State Law Examination | 2003-09-22 |
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