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20900 Ne 30 Avenue Suite 311, Aventura, FL 33180 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-07-21 |
| FL | RA | APPROVED | 2015-06-05 |
Branch Locations
20900 Ne 30 Avenue Suite 311, Aventura, FL 33180 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Activest Wealth Management Llc | Aventura | FL | 01/2015 | 11/2017 |
| Activest Wealth Management Llc | Aventura | FL | 11/2017 | 01/2020 |
| Activest Wealth Management, Llc | Aventura | FL | 01/2020 | Present |
Jacob Taurel is the owner of Parnasa Lechaim LLC a non-investment related management consulting company located at 20281 E Country Club Dr, APT 611, Aventura, FL 33180 since August 2019. He devotes less than 10% of his professional time. Parnasa Lechaim LLC is the owner of 10% of Activest Wealth Management. It is a Holding company and doesn't participate in any other business activity. He is also the owner and a licensed agent of Life Insurance Arve LLC, an investment related company specializing in life insurance consulting where he advises clients on life insurance policies. He has participated in this capacity since March 2023. He spends approximately 2 hours a month on this activity, none of which are during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-04-28 |
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