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3310 Mary Street Suite 501, Miami, FL 33133 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-07-22 |
| FL | RA | APPROVED | 2023-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Best Meridian Insurance Co | Miami | FL | 06/2017 | 04/2021 |
| Unemployed | Miami | FL | 06/2016 | 05/2017 |
| Seaview Investment Managers | Miami | FL | 05/2021 | 03/2023 |
| Kaufman Rossin Wealth, Llc | Miami | FL | 06/2023 | Present |
| Kr Financial Services, Llc Dba Kaufman Rossin Insurance Services | Miami | FL | 08/2023 | Present |
| Kaufman Rossin & Co. | Miami | FL | 06/2023 | Present |
1)KAUFMAN, ROSSIN & CO., NON-INVESTMENT RELATED, 3310 MARY STREET, SUITE 501, MIAMI, FL 33133, ADMINISTRATOR, START DATE 06/2023, GENERALLY, 0 HOURS PER WEEK, 0 DURING SECURITY TRADING HOURS. 2)KR FINANCIAL SERVICES dba KAUFMAN ROSSIN INSURANCE SERVICES, NON-INVESTMENT RELATED, 3310 MARY STREET, SUITE 501, MIAMI, FL 33133, INSURANCE ADVISOR. START DATE 08/2023, DEVOTES 15 HOURS PER MONTH DURING SECURITY TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-05-19 |
| S65 | Uniform Investment Adviser Law Examination | 2022-03-28 |
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