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777 Brickell Avenue Suite 1201, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2016-04-22 |
| TX | RA | APPROVED | 2016-03-29 |
Branch Locations
777 Brickell Avenue Suite 1201, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beta Capital Management Lp | Miami | FL | 10/2002 | Present |
Serve as Investment Adviser Representative for affiliate RIA, Creand Management (CRD No. 154894). Time allocated proportionately between Creand Securities and Creand Management. Start Date: 05/01/2017. BLUE FOREST ADVISORS, MEMBER - LLC USED TO COLLECT ADVISORY FEES FROM CREAND MANAGEMENT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-08-11 |
| S66 | Uniform Combined State Law Examination | 2004-03-09 |
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