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8000 Nw 7Th Street Suite 203, Miami, FL 33126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-03 |
| FL | RA | APPROVED | 2023-08-14 |
Branch Locations
8000 Nw 7Th Street Suite 203, Miami, FL 33126 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gentrust, Llc | Miami | FL | 02/2015 | 04/2021 |
| Gentrust, Llc | Miami | FL | 01/2020 | 04/2021 |
| Financial Designs Wealth Management Llc | Miami | FL | 04/2021 | Present |
1) Financial Designs Private Wealth LLC - 7/1/2023 - 8000 NW 7TH STREET, SUITE 201, MIAMI, FL 33126 - Owner, a holding company with minority ownership in Financial Designs Wealth Management LLC, a registered investment adviser and Financial Designs Legacy LLC, an insurance business. 2) Financial Designs Legacy LLC - 1/1/2023 - 8000 NW 7TH STREET, SUITE 201, MIAMI, FL 33126 - an insurance business; Not Inv Rel.; spends approximately 40% of the time during trading hours
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