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2665 S Bayshore Drive Suite 440, Miami, FL 33133 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PR | RA | APPROVED | 2024-06-04 |
| FL | RA | APPROVED | 2024-01-12 |
Branch Locations
2665 S Bayshore Drive Suite 440, Miami, FL 33133 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Union College | Schenectady | NY | 09/2012 | 12/2016 |
| Clarkson University | Schenectady | NY | 01/2016 | 08/2017 |
| Aag Capital Markets | Miami | FL | 04/2017 | 09/2017 |
| Ellis Diversified Inc | Ft Lauderdale | FL | 10/2017 | 09/2018 |
| Octogone Na Inc | Miami | FL | 09/2018 | 07/2021 |
| Lion Capital Advisors, Llc | Miami | FL | 07/2021 | 11/2023 |
| Tiempo Capital Partners | Miami | FL | 11/2023 | Present |
1) BEYOND MED; NON-INVESTMENT RELATED; 4500 BISCAYNE BLVD, MIAMI, FL 33137; MEDICAL PLANS; CONSULTANT; 11/2023; APPROX. 10 HOURS PER MONTH DURING NON-TRADING HOURS; CONSULTANT PROVIDING GENERAL BUSINESS ADVISORY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-02-13 |
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