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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED | 2024-06-18 |
Branch Locations
200 East Las Olas Boulevard Suite 1550, Ft. Lauderdale, FL 33301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Socius Family Office, Llc | Fort Lauderdale | FL | 06/2010 | Present |
| Gp 19 Management Llc | Fort Lauderdale | FL | 04/2013 | 12/2020 |
| Alterna Insurance Group Llc | Delray Beach | FL | 06/2012 | 12/2020 |
| Mpcassano Holding Corp | Fort Lauderdale | FL | 11/2008 | Present |
| Corient | Ft. Lauderdale | FL | 06/2024 | Present |
| Corient Services Llc | Miami | FL | 06/2024 | Present |
MPCASSANO HOLDING CORP; NOT INVESTMENT RELATED; FT LAUDERDALE, FL; Fixed/Term Life Insurance; PRESIDENT; 11/2008; 20 HRS/MONTH; 20 HRS DURING TRADING; CONSULTING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 2006-12-04 |
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