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2811 Ponce De Leon Blvd Suite 840, Coral Gables, FL 33134 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-06 |
| NY | RA | APPROVED | 2021-08-28 |
Branch Locations
2811 Ponce De Leon Blvd Suite 840, Coral Gables, FL 33134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| W.E. Family Offices, Llc | Miami | FL | 03/2013 | Present |
DIRECTOR - COCA COLA CO., ONE COCA COLA PLAZA, ATLANTA, GA 30313. BEVERAGE AND FOOD INDUSTRY. DIRECTOR SINCE 2008. DUTIES OF A MEMBER OF THE BOARD OF DIRECTORS FOR A LARGE PUBLIC COMPANY, INCLUDING SERVING AS CHAIR OF THE BOARD'S COMPENSATION COMMITTEE. DIRECTOR - AVON PRODUCTS INC., 777 THIRD AVE., NEW YORK, NY 10017. WOMEN'S COSMETICS BUSINESS. DIRECTOR SINCE 2000. DUTIES OF A MEMBER OF THE BOARD OF DIRECTORS FOR A LARGE PUBLIC COMPANY, INCLUDING SERVING AS CHAIR OF THE BOARD'S COMPENSATION COMMITTEE. COCA COLA AND AVON ARE NOT INVESTMENT-RELATED BUSINESSES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-08-23 |
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