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789 Sw Federal Hwy, Ste 201, Stuart, FL 34994 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-26 |
Branch Locations
789 Sw Federal Hwy Ste 201, Stuart, FL 34994 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aurapoint Capital Management | Stuart | FL | 07/2024 | Present |
| Veta Health | Miami | FL | 08/2021 | 07/2024 |
| Daytoday Health | Boston | MA | 10/2020 | 08/2021 |
| Cirrusmd | Boulder | CO | 08/2019 | 10/2020 |
| Vidyo | Maywood | NJ | 01/2018 | 06/2019 |
| Teledoc/Intouch Health | Santa Barbara | CA | 12/2012 | 01/2018 |
| Jtnj Consulting | Stuart | FL | 06/2004 | 07/2023 |
All-Around Enclosures and Fencing, Inc. - Owner - <5% of time dedicated to the company - started 7/2020
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-17 |
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