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50 Venture Valley Ct, Ponte Vedra, FL 32081 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nedbank | Cape Town | 10/2010 | 04/2019 | |
| Turnpoint Investments Pty Ltd | Cape Town | 04/2019 | Present | |
| Caleo Capital | Ponte Vedra Beach | FL | 08/2024 | Present |
TurnPoint Investments Pty Ltd 04/2019 Financial Planner South Africa
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-12 |
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