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801 Brickell Ave Suite 800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-04-21 |
| FL | RA | APPROVED | 2025-01-01 |
Branch Locations
1825 Ponce De Leon Blvd #152, Coral Gables, FL 33134-4418 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cmg Capital Management Group | Malvern | PA | 11/2020 | 10/2023 |
| Lmpg Wealth Advisors, Llc. | Coral Gables | FL | 10/2023 | Present |
| Helix Capital Group, Llc | Coral Gables | FL | 02/2013 | Present |
| Cn | Quebec | 06/2018 | 10/2020 |
Helix Capital Group, LLC ; investment related; 1248 San Miguel Ave, Coral Gables, FL; Family Limited partnership used for private transactions and holding co. business; Authorized Member; 2013.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-01-25 |
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