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50 Venture Valley Ct, Ponte Vedra, FL 32081 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-25 |
Branch Locations
50 Venture Valley Ct, Ponte Vedra, FL 32081 • United States
Boca Raton, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vortex Capital Partners, Llc | Boca Raton | FL | 11/2025 | Present |
| Caleo Capital N.A. Llc | Ponta Vedra | FL | 05/2026 | Present |
| Symphony Capital | Boca Raton | FL | 09/2009 | Present |
| Herakles Investment Partners | Johannesburg | 05/2019 | 12/2022 | |
| Harvard Green Energy | Boca Raton | FL | 03/2021 | 05/2026 |
| Finalis Securities Llc | New York | NY | 06/2026 | Present |
1.) ResourcePlus Miami; Yes; Unit 5 Market Yard Mews, 194-204 Bermondsey St, London, UK; Outsourcing of auditing professional to auditing companies in South Florida; Managing Director; 03/31/2026; 10; 10; Sales and marketing for auditing talent. 2.) Vortex Capital Partners LLC ; Yes; 30 N. Gould St., Ste R, Sheridan, WY, 82801; Capital Advisory; Managing Director; 10/01/2025; 240; 120; Client and investor relationships and deal advisory services
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-06-25 |
| S65 | Uniform Investment Adviser Law Examination | 2025-07-17 |
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