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Marlon Suarez

Ingham Retirement Group

Miami, FL

Daybright Advisory Services, Inc.

Miami, FL

Miami, FL

CRD 7231905

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Employer firm

Ingham Retirement Group CRD 106299

$2.62B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Ingham Retirement Group

9350 South Dixie Highway Suite 1560, Miami, FL 33156 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-12-16
  • FL RA
    APPROVED
    Since 2024-12-16

Branch Locations

9350 South Dixie Highway Suite 1560, Miami, FL 33156 • United States

Daybright Advisory Services, Inc.

9350 South Dixie Highway Suite 1560, Miami, FL 33156 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-12-16
TX RA APPROVED_RES 2022-07-14
  • FL RA
    APPROVED
    Since 2024-12-16
  • TX RA
    APPROVED_RES
    Since 2022-07-14

Branch Locations

9155 S. Dadeland Blvd. Suite 1512, Miami, FL 33156 • United States

9350 South Dixie Highway Suite 1560, Miami, FL 33156 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ingham Retirement Group Miami FL 01/2020 Present
Green Mountain Corporation Miami FL 01/2013 01/2020
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-06-29
  • S65 Uniform Investment Adviser Law Examination
    2020-06-29

View on SEC IAPD

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