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101 Ne 3Rd Ave Suite 1500, Fort Lauderdale, FL 33301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-02-19 |
Branch Locations
101 Ne 3Rd Ave Suite 1500, Fort Lauderdale, FL 33301 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Innovation Partners Llc | Charlotte | NC | 02/2015 | 12/2017 |
| Paw Consulting | Davie | FL | 08/2008 | Present |
| Sentrix Financial Services/C2 Financial Corp | Davie | FL | 10/2009 | 04/2017 |
| Aragon Capital Llc | Fort Lauderdale | FL | 11/2019 | Present |
| Wallace Capital Group | Davie | FL | 05/2017 | Present |
1) PAW CONSULTING - 08-2008 TO PRESENT - PRESIDENT- NOT INVESTMENT RELATED - OPERATE DURING TRADING HOURS. 2) SENTRIX FINANCIAL SERVICES - 01/2010 TO PRESENT - MORTGAGE LOAN ORIGINATOR - OPERATE DURING TRADING HOURS - 10 - 20 HOURS PER WEEK - NOT INVESTMENT RELATED. 3) Business Loan broker; Non Investment Related; Location: 11021 Pine Lodge Trail Davie FL 33328; Description: Broker working capital loans and lines of credit, Equipment financing, SBA Loans, Merchant Cash Advances and other facilities; Responsibilities Duties: Obtain financing statements and bank statement to evaluate financing condition and qualification for various loans and lines of credit. Work with brokers and lending partners to obtain approval and funding of facilities; Start date: 2023-06-01; Hours per month devoted to business during trading hours: 4; Hours per month devoted to business outside trading hours: 3; Percentage of total yearly compensation expected to be derived from the business: 20.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-05-07 |
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