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463 Pennsfield Place Suite 201, Thousand Oaks, CA 91360 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-05 |
Branch Locations
Winter Park, FL • United States
463 Pennsfield Place Suite 201, Thousand Oaks, CA 91360 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prospera Financial Services | Dallas | TX | 01/2016 | 09/2020 |
| Institutional Bond Network, Llc | Winter Park | FL | 09/2020 | Present |
| Arbitrage Management Group | Winter Park | FL | 10/2012 | Present |
| Ibn Asset Management, Llc | Winter Park | FL | 06/2022 | Present |
1) ARBITRAGE MANAGEMENT GROUP; YES, INVESTMENT RELATED; WINTER PARK, FL; BOND PROCEEDS INVESTING; FINANCIAL CONSULTANT;10/2012; 160 HOURS/MONTH; 8 hOURS/MONTH DURING SECURITIES TRADING HOURS; IDENTIFYING, TEACHING AND STRUCTURING INVESTMENT PORTFOLIOS TO BEST RE-CAPTURE ACCUMULATING NEGATIVE ARBITRAGE FOR TAX EXEMPT BOND ISSUING INSTITUTIONS. 2) LEGACY PARK COMMUNITY ASSOCIATION; NON INVESTMENT-RELATED; 2180 WEST SR 434, STE 5000, LONGWOOD, FL 32779; STARTED 1/2016; ONE HOUR/WEEK DURING TRADING HOURS; DESCRIPTION: SECRETARY OF HOME OWNERS ASSOCIATION. NO COMPENSATION. 3) Institutional Bond Network, LLC; Investment-Related; Winter Park, FL; Broker Dealer; Registered Representative; 9/2020; 120+ hrs/mo; 120+ hrs/mo during securities trading hours; Duties are registered representative capacity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-07-17 |
| S63 | Uniform Securities Agent State Law Examination | 2013-03-29 |
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