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1110 Brickell Avenue Suite 210-A, Miami, FL 33131-3136 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-06-01 |
Branch Locations
1110 Brickell Avenue Suite 210-A, Miami, FL 33131-3136 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lifeinvest Wealth Management, Ltd | Miami | FL | 09/2016 | 06/2018 |
| Pfs Inversiones Corp | Miami | FL | 09/2014 | 09/2016 |
| Lifeinvest Wealth Management, Ltd | Miami | FL | 06/2018 | Present |
Backoffice for Portfolio Resource Group, 800 Brickell Ave, #903, Miami, Fl 33131. Dates:09/2016-Present. Investment Related. Duties included: File paperwork for new accounts. Approx 1 hrs per month. Mozart Ramirez LLC, 1110 Brickell Ave. Suite 210-A Miami FL 33131. Dates 02/10/2026. Consulting Accounting Administrative. Director/Shareholder only but NOT Managing Member. 0hrs
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-05-07 |
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