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1688 Meridian Ave Suite 700, Miami Beach, FL 33139 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-06-30 |
Branch Locations
1688 Meridian Ave Suite 700, Miami Beach, FL 33139 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ssa Marine | Seattle | WA | 12/2006 | 04/2025 |
| Precept Law Group | Salida | CO | 07/2025 | Present |
| Together Wealth Group Llc | Miami Beach | FL | 06/2026 | Present |
CPA and CFO with Precept Law Group
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-29 |
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