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4700 Millenia Boulevard Sute 175, Orlando, FL 32839 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-05-17 |
| TX | RA | APPROVED | 2023-05-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Devere Usa Inc. | New York | NY | 05/2016 | 05/2017 |
| Beacon Global Advisor Network, Llc | Miami | FL | 06/2017 | 05/2021 |
| Skybound Wealth Management, Llc (Previously Gwm Usa, Llc) | Miami | FL | 06/2017 | 05/2023 |
| Blacktower Financial Management Us Llc | Naples | FL | 05/2023 | Present |
Insurance Agent with Amerity Financial, LLC - not investment related - position: insurance Agent as an independent contractor, started May 2023 - anticipate 20 hours a month during securities trading hours - responsibilities are as an insurance agent to offer insurance products for a commission
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-02-16 |
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