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8051 N Tamiami Trail Suite E6, Sarasota, FL 34243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED | 2023-08-30 |
| AL | RA | APPROVED | 2022-05-13 |
Branch Locations
8051 N Tamiami Trail Suite E6, Sarasota, FL 34243 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 04/2015 | 03/2017 |
| Planmember Securities Corporation | Carpinteria | CA | 05/2017 | 06/2021 |
| Innovative Financial Solutions | Birmingham | AL | 05/2017 | 06/2021 |
| Ricardo Donalexis Sole Proprietor | Birmingham | AL | 05/2017 | Present |
| Insight Family Financial Llc | Dunedin | FL | 09/2021 | 09/2024 |
| Planmember Securities Corporation | Carpinteria | CA | 10/2017 | 06/2021 |
| Livingroom On Main | Dunedin | FL | 09/2021 | 01/2022 |
| 7Eventh Sun Brewing | Tampa | FL | 06/2022 | 08/2026 |
| Insight Family Financial, Llc | Dunedin | FL | 04/2022 | Present |
| Insight Family Financial, Llc | Dunedin | FL | 09/2024 | Present |
| Elite Cost Solutions Llc | Sheridan | WY | 08/2026 | Present |
Elite Cost Solutions LLC; Sheridan, WY; Non-investment related; Client Coordinator; 08/2026; assisting clients with comprehensive cost segregation services; 40 HRS/Month; 0 hours during market hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-10-10 |
| S63 | Uniform Securities Agent State Law Examination | 2015-04-16 |
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