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Michael Scott Wagner

Omnia Family Wealth, LLC

Aventura, FL

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Current Employers
Omnia Family Wealth, Llc

18851 Ne 29Th Avenue Suite 400, Aventura, FL 33180 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-02
TX RA APPROVED 2024-06-13
NC RA APPROVED 2015-09-09
  • FL RA
    APPROVED
    Since 2025-01-02
  • TX RA
    APPROVED
    Since 2024-06-13
  • NC RA
    APPROVED
    Since 2015-09-09

Branch Locations

18851 Ne 29Th Avenue Suite 400, Aventura, FL 33180 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Purshe Kaplan Sterling Investments Albany NY 09/2015 07/2023
Omnia Family Wealth Aventura FL 09/2015 Present
  • 09/2015 → 07/2023
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 09/2015 → Present
    Omnia Family Wealth
    Aventura, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-10-10
  • S66 Uniform Combined State Law Examination
    2006-10-10
Designations

View on SEC IAPD

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