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85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-12 |
| IL | RA | APPROVED | 2026-01-12 |
Branch Locations
2811 Ponce De Leon Boulevard Suite 900, Coral Gables, FL 33134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Anthem Advisors | Coral Gables | FL | 06/2024 | 03/2025 |
| Your Insurance Attorney | Miami | FL | 12/2022 | 07/2023 |
| Florida International University | Miami | FL | 08/2021 | 05/2023 |
| Miami Dade College | Miami | FL | 08/2019 | 07/2021 |
| Gold Coast Schools | Miami | FL | 08/2023 | 05/2024 |
| St Brendan High School | Miami Beach | FL | 08/2015 | 06/2019 |
| Florida Realty Of Miami | Miami | FL | 06/2023 | Present |
| Belpointe Asset Management Llc | Coral Gables | FL | 11/2024 | 03/2025 |
| Unemployed | Miami Beach | FL | 07/2019 | 08/2019 |
| Equitable Advisors, Llc | New York | NY | 09/2025 | 12/2025 |
| Oppenheimer & Co. Inc. | Coral Gables | FL | 01/2026 | Present |
Florida Realty of Miami, Miami, FL, June 2023 to Present, Real Estate Agent, not investment related. (OPCO PENDING REVIEW)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-12 |
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