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19505 Biscayne Blvd Suite 2350, Aventura, FL 33180 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-05-27 |
Branch Locations
19505 Biscayne Blvd Suite 2350, Aventura, FL 33180 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| B1 Financial | Aventura | FL | 05/2026 | Present |
| Lorenzo Tax | Aventura | FL | 04/2025 | Present |
| Sacred Heart University | Fairfield | CT | 08/2023 | 12/2024 |
| Sacred Heart University | Fairfield | CT | 11/2023 | 07/2025 |
| Sacred Heart University | Fairfield | CT | 08/2024 | 07/2025 |
| Riell'S Homestyle | Levittown | NY | 05/2017 | Present |
| Unemployed | Dix Hills | NY | 05/2016 | 05/2017 |
1) LORENZO TAX; INVESTMENT RELATED; AVENTURA, FL; CLIENT RELATIONSHIP MANAGER; START DATE: 03/2025; TIME SPENT: 16 HRS/MTH DURING TRADING HOURS; MANAGES CALENDARS AND LEAD FLOW. 2) RIELLA'S HOMSTYLE; NON-INVESTMENT RELATED; LEVITTOWN, NY; OPERATING PARTNER; START DATE: 05/2017; TIME SPENT: 12 HRS/MTH WITH SOME DURING TRADING HOURS; HIGH LEVEL MANAGMENT OF A SELF OPERATING RESTAURANT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-13 |
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