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19505 Biscayne Blvd Suite 2350, Aventura, FL 33180 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-13 |
| NY | RA | APPROVED | 2026-05-26 |
| TX | RA | APPROVED_RES | 2026-05-14 |
| FL | RA | APPROVED | 2023-03-29 |
Branch Locations
19505 Biscayne Blvd Suite 2350, Aventura, FL 33180 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| B One Advisors, Llc | Fort Lauderdale | FL | 07/2012 | Present |
| Cumulare Asset Management Llc | Hollywood | FL | 06/2017 | 09/2023 |
| B One Management Llc Dba B1 Financial | Ft Lauderdale | FL | 10/2022 | Present |
1) WINSTON TOWER 400 CONDO ASSOCIATION; NON-INVESTMENT RELATED; BOARD/VP; 0 HRS/MONTH; 2 HRS DURING TRADING. 2) MASTERMIND ADVISORY; INVESTMENT RELATED; SAME OFFICE LOCATION; 8 HRS PER MONTH DURING TRADING; WORKS WITH OTHER CPA'S AND PROVIDES ADVANCED TAX STRATEGIES. 3) MASTERMIND NEXUS, LLC; NON-INVESTMENT RELATED; SAME OFFICE LOCATION; PARTNER; 1 HR PER MONTH DURING TRADING; HOLDING COMPANY FOR OTHER INVESTMENT RELATED BUSINESSES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-04-14 |
| S63 | Uniform Securities Agent State Law Examination | 2011-03-24 |
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