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1200 Brickell Ave Suite 220, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-04-07 |
Branch Locations
1200 Brickell Ave Suite 220, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Xps Capital Llc | Washington | DC | 02/2021 | 03/2022 |
| Cope Corrales | Washington Dc | DC | 01/2021 | 04/2022 |
| Convergent Advisors | Lagos | 07/2015 | 01/2019 | |
| Neptune Beach Capital | Jacksonville | FL | 02/2019 | 01/2021 |
| Theeli Wealth Llc | Sterling | VA | 04/2022 | 11/2022 |
| Convergent Advisors | Lagos | 08/2015 | 12/2018 | |
| Neptune Beach Capital | Jacksonville | FL | 02/2019 | 01/2021 |
| Xps Capital Llc | Washington | DC | 02/2021 | 07/2024 |
| Cope Corrales | Washington Dc | DC | 02/2023 | 08/2024 |
| Sem Wealth Management | New Kent | VA | 08/2024 | 01/2025 |
| Corrales & Company Llc | Miami | FL | 02/2025 | Present |
1. TAX PREPARATION, PLANNING, BOOKEEPING & FORECASTING - NO COMMISSIONS ARE RECEIVED\n2. CENTER FOR FIDUCIARY EXCELLENCE (CEFEX) CERTIFICATION & CONSULTING - NO COMMISSIONS ARE RECEIVED 2. The Ellis LLC; Position: Owner; Investment related: No; Location: 23239 Glenwood Heights Circle Brambleton VA 20148; Description: Provides tax advisory services, including tax planning, tax return preparation and IRS compliance support.; Start date: 2025-01-01; Hours per month devoted to business during trading hours: 3; Hours per month devoted to business outside trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 3.
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