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3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-07-12 |
Branch Locations
3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
5901 Sw 74Th St Suite 303, Coral Gables, FL 33143 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blueprint Wealth Alliance, Llc | Miami | FL | 07/2016 | 08/2019 |
| Anthem Risk Management | Coral Gables | FL | 02/2016 | 12/2018 |
| Independent Financial Partners | Miami | FL | 07/2019 | Present |
| Ram Wealth Advisors | Miami | FL | 06/2015 | Present |
(1)INDEPENDENT INSURANCE AGENT; INVESTMENT RELATED; SAME AS IAR OFFICE; LIFE INSURANCE; INSURANCE AGENT; JUNE 2006; SIMULTANEOUS WITH INVESTMENT ADVISOR BUSINESS; INSURANCE SALES. (2) Ram Wealth Advisors DBA CERTA FINANCIAL PLANNING: Investment-Related; 2100 Ponce de Leon Blvd, Suite 1178, Miami FL 33134; Life insurance, fixed annuities, and other fixed insurance sales; Partner; 01/01/2017; 10 hours per month; 5 hours during trading hours; fixed insurance agent. (3) German Ramirez ?Name of the OBA Business - Florida International University - Lecturer for Finance Certificate Program ?Address of the OBA - 11200 SW 8th Street, Mango 363 ?Type of OBA - Other Outside Business Activity ?Role the rep will have - Consultant ?Description of the activities - I have been offered the role of Lecturer for an International Student Certificate Program via the FIU College of Business - Executive Education Department. I will be providing finance theory and instruction specific to Macro Economic and Financial Risk Management to approximately 25-30 students from the Dominican Republic. This is a limited engagement from July 18 to Aug 3rd. It will consist of 6 , 4 hour course sessions on the following subjects via zoom, with communication in Spanish: - Introduction to Global Macro - Political Policy, Financial Regulation and Global Banking Considerations - Macroeconomic Cycle Analysis - Currency, Commodities, and Interest Rates - Economy and Financial Crisis - Past and Present - Macro Analysis - Application in the Real World For now this is a one time engagement and will end on August 3rd I will not be promoting any of my business nor would any students or associated staff be considered prospects to my activities as an IAR or Insurance Producer. Furthermore, the students are international in nature as they are based in the dominican republic. I am being engaged only as a subject matter expert in the above course materials. ?Start Date of the OBA - 7/18/2022 ?How many hours during the month - 30 ?How many hours during trading hours in the month - 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-04-11 |
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