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121 Alhambra Plaza Suite 1000, Coral Gables, FL 33134 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-01 |
| TX | RA | APPROVED_RES | 2014-11-26 |
Branch Locations
121 Alhambra Plaza Suite 1000, Coral Gables, FL 33134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Meira Fka The Lubitz Financial Group | Miami | FL | 07/2016 | 10/2023 |
| Meira Fka The Lubitz Financial Group | Miami | FL | 11/2023 | Present |
Name of Business: Blue Vault Partners; Investment Related: No: Address: 407 East Maple Street, Suite 305; Cumming, GA 30040; Role: Wealth Advisory Board Member; Time: 2 hours per month; Compensation: None; Brief Description: Provide advice and guidance to Blue Vault management team on direction of their data and research for alternative investments and help organize an annual conference. Name of Business: Stratifi Technologies; Investment Related: No; Address: 77 Geary St., San Francisco, CA; Role: Member of Product Advisory Board; Time: 0.5 hours per month; Compensation: None; Brief Description: Part of a small group of industry professionals to share insights to shape Stratifi's product strategy and roadmap. Provide input on product roadmap features and integrations, make strategic introductions to potential partners when appropriate, and share Stratifi's solutions within network when relevant.
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