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29160 Heathercliff Rd Suite 203, Malibu, CA 90265 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-12-06 |
| CA | RA | APPROVED | 2022-11-23 |
Branch Locations
7791 Belfort Pkwy, Jacksonville, FL 32256 • United States
29160 Heathercliff Rd Suite 203, Malibu, CA 90265 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Black Diamond Performance Reporting, Llc | Jacksonville | FL | 09/2009 | 10/2016 |
| Hancock Whitney | Ponte Vedra Beach | FL | 10/2016 | 05/2018 |
| Finch Investment Group | Jacksonville | FL | 05/2018 | 06/2022 |
| Vincimus Capital, Llc | Jacksonville | FL | 06/2022 | Present |
Effective 2/26/2024, member of GP Jax Surf LLC, an investment-related vehicle currently located at 7791 Belfort Pkwy, Jacksonville, FL 32256, that is a minority owner of a surf precinct and wave pool development in Jacksonville, FL. Estimated number of hours per month is 5, all of which occur during securities trading hours. Main duties are working alongside other partners to coordinate and manage the various stages of development for the surf park. Effective 10/2024, applicant is a licensed insurance producer in Florida (license P112645, NPN 9551107) and serves as agent in charge of Vincimus Capital, LLC's Florida insurance agency (license L132163), located at 7791 Belfort Pkwy, Jacksonville, FL 32256. Not investment-related. Appointed with Cincinnati Life (10/23/2024), Nationwide Life and Annuity (5/5/2025), and American National (11/20/2025). Writes term and whole life insurance policies on client request; does not solicit or market insurance products. Estimated 1 hour per month, all of which occurs during securities trading hours. Commissions are received by the firm; applicant receives no portion. Effective 8/10/2026, applicant serves as a member of the Advisory Board of Certain Capital, an investment-related entity located at 7901 4th Street North, Suite 8828, St. Petersburg, FL 33702. Applicant's position is Advisory Board member. The Advisory Board meets semi-annually. Applicant receives no compensation and holds no ownership interest. Estimated 1 hour per month, some of which may occur during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-08 |
| S63 | Uniform Securities Agent State Law Examination | 2007-10-08 |
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