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1450 Brickell Ave Suite 2610, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-02-01 |
Branch Locations
1450 Brickell Ave Suite 2610, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Genesis Investment Advisors Llc | Coral Gables | FL | 01/2014 | Present |
| Pgl3 Services Llc | Pembroke Pines | FL | 01/2018 | Present |
PGL3 Services LLC 15800 Pines Blvd, Suite 316 Pembroke Pines, FL 33027 I am one of the partners (33%); the business provides accounting and tax services. The LLC was open in January, 2018. I work about 50 hours per month. I am responsible for the bookkeeping of clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-14 |
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