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2200 Atlantic Street Suite 200, Stamford, CT 06902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-18 |
Branch Locations
1111 Brickell Avenue, Suite 2180, Miami, FL 33131 • United States
2200 Atlantic Street Suite 200, Stamford, CT 06902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tullett Prebon Financial Services Llc | Jersey City | NJ | 07/2017 | 07/2021 |
| Deutsche Bank | Jacksonville | FL | 06/2016 | 05/2017 |
| Ubs Financial Services Inc. | Naples | FL | 07/2021 | 04/2023 |
| Fifth Avenue Family Office | Naples | FL | 05/2023 | 01/2026 |
| Newedge Securities Llc | Pittsburgh | PA | 02/2026 | Present |
| Newedge Wealth | New Orleans | LA | 02/2026 | Present |
1. Advisor Council for the business Sava.*No Invest*New York NY*I am not sure- I would be an advisor to the company - Services and Compensation. Advisor agrees to consult with and advise the Company from time to time regarding the Company's actual or potential business and related strategic matters, primarily in the form of feedback on the Company's product (the "Services"). The parties anticipate that the Services will require no more than two (2) hours per calendar quarter of Advisor's time. As the only consideration owed to Advisor with respect to the subject matter of this Agreement, the Company will, subject to approval by the Company's Board of Directors (the "Board"), grant Advisor an option to purchase up to 4,386 shares of the Company's common stock (the "Option"). T*Advisor*5/4/26*0 Hr trade/.5 non trade
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-30 |
| S63 | Uniform Securities Agent State Law Examination | 2017-11-09 |
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