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Current Employers
Portfolio Resources Advisor Group, Inc.

4000 Ponce De Leon Blvd Ste 670, Coral Gables, FL 33146 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2016-07-21
  • FL RA
    APPROVED
    Since 2016-07-21

Branch Locations

4000 Ponce De Leon Blvd Ste 670, Coral Gables, FL 33146 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Portfolio Resources Group, Inc. Coral Gables FL 10/2004 Present
Lighthouse Capital Ltd Jerusalem 02/2009 Present
Portfolio Resources Advisor Group, Inc. Coral Gables FL 12/2008 Present
  • 10/2004 → Present
    Portfolio Resources Group, Inc.
    Coral Gables, FL
  • 02/2009 → Present
    Lighthouse Capital Ltd
    Jerusalem
  • 12/2008 → Present
    Coral Gables, FL
Previous Registrations
  • 2005-07-22 → 2008-12-22
    America Israel Investment Associates, Llc
    Jerusalem
Other Businesses

1. Lighthouse Capital LTD, Is Investment Related, 8 Harav Kook Street, Jerusalem, Israel 94216, Registered Rep, President, 2/1/2009, 240 hours per month, 110 hours per month during trading hours, Commission Compensation, Act as reg rep-deal with clients on investment side, financial planning. 2. Retirement GPS: How to Navigate your way to a Secure Financial Future with Global Investing, Is Not Investment Related, Books from McGraw-Hill, Author, 8/23/2012, 0 hours per month, 0 hours per month during trading hours, Other Compensation, Royalties Duties: author of a book. 3. Bet Knesset Obel Ahron Synagogue, Is Not Investment Related, Chairman of the Synagogue, Chairman of the Board, 12/1/2010, 50 hours per month, 10 hours per month during trading hours, No Compensation, Attend to all needs of synagogue. 4. MESILA, Is Not Investment Related, A non-profit organization dedicated to combatting poverty, Member of the Board,1/1/2004,10 hours per month,0 hours per month during trading hours, No Compensation, Plan strategy for organization. 5. Jerusalem Post, Is Not Investment Related, Jerusalem, Israel, Newspaper, Column writer, 1/1/2010, 10 hours per month, 10 hours per month during trading hours, No Compensation, Write a personal finance weekly column.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-05-24
S63 Uniform Securities Agent State Law Examination 2004-11-17
  • S65 Uniform Investment Adviser Law Examination
    2005-05-24
  • S63 Uniform Securities Agent State Law Examination
    2004-11-17
Other Names
  • Aaron Katsman
  • Aaron Katsman

View on SEC IAPD

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