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Via Senese, 34, Florence 50124 • Italy
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-28 |
| TX | RA | APPROVED | 2025-08-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Relocate Inc. | Florence | 01/2021 | Present | |
| Davies & Associates Llc | New York | NY | 02/2013 | 01/2021 |
| Liberty Atlantic Advisors | Florence | 07/2025 | Present | |
| Italiantaxes.cOm | Florence | 01/2025 | Present |
Relocate Inc.; Not investment related; Private residence in Florence, Italy; Independent marketplace for global migration; Founder; Start date: January 2021; 10-20 hours/month; 5 hours/month during securities trading hours; Corporate strategy and business development. ItalianTaxes.com; Not investment-related; Private residence in Florence, Italy; Tech-enabled platform for filing taxes in Italy; Co-Founder; Start date: January 2025; 30 hours per month; 0 hours per month during securities trading hours; Corporate strategy and product development.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-15 |
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