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20900 Ne 30 Avenue Suite 311, Aventura, FL 33180 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-01-06 |
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 | 01/2018 | 08/2018 |
| Citigroup Inc. | Miami | FL | 06/2016 | 06/2017 |
| Activest Wealth Management, Llc | Aventura | FL | 04/2019 | Present |
| Nova Southeastern University | Fort Lauderdale | FL | 08/2017 | 12/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-23 |
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