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901 Ponce De Leon Blvd. Suite 501, Coral Gables, FL 33134 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED | 2010-04-09 |
Branch Locations
901 Ponce De Leon Blvd. Suite 501, Coral Gables, FL 33134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cathy Pareto & Associates, Inc. | Miami | FL | 11/2007 | Present |
| Bluekey Personal Wealth Planning | Hollywood | FL | 08/2016 | Present |
FROM TIME TO TIME, THE ADVISOR MAY HOLD SEMINARS FOR THE PUBLIC, TEACH INVESTMENT RELATED CLASSES AT LOCAL UNIVERSITIES AND INSTITUTIONS, APPEAR AS A GUEST ON RADIO AND TELEVISION SHOWS, AND CONTRIBUTE TO LOCAL AND NATIONAL PUBLICATIONS. IN SOME CASES, ADVISOR MAY RECEIVE COMPENSATION OR SOME OTHER TYPE OF ECONOMICAL BENEFIT FOR THESE SERVICES, HOWEVER; THE ADVISOR DOES NOT FORESEE THAT ANY CONFLICT OF INTEREST WILL ARISE FROM THESE OUTSIDE ACTIVITIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-02-13 |
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