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Brian David Goldman

Gentrust

Miami, FL

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Current Employers
Gentrust

1450 Brickell Avenue Suite 3050, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-02-28
  • FL RA
    APPROVED
    Since 2025-02-28

Branch Locations

1450 Brickell Avenue Suite 3050, Miami, FL 33131 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lanx Management Llc New York NY 09/2001 Present
Gentrust Llc Miami FL 10/2024 Present
  • 09/2001 → Present
    Lanx Management Llc
    New York, NY
  • 10/2024 → Present
    Gentrust Llc
    Miami, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-21
S63 Uniform Securities Agent State Law Examination 1992-01-03
  • S65 Uniform Investment Adviser Law Examination
    2025-01-21
  • S63 Uniform Securities Agent State Law Examination
    1992-01-03

View on SEC IAPD

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Other Offices

HOLLANDER ASSET MANAGEMENT LLC · MIAMI, FL
GFG CAPITAL · MIAMI, FL
XP ADVISORY US, INC. · MIAMI, FL
ESCHATON OPPORTUNITIES FUND MANAGEMENT LP · MIAMI, FL
EFG PRIVATE WEALTH MANAGEMENT (AMERICAS) CORP. · MIAMI, FL
PILOTAI WEALTH · MIAMI, FL
ARKHE WEALTH MANAGEMENT · MIAMI, FL
SAMUEL & ASSOCIATES INVESTMENT MANAGEMENT LP · MIAMI, FL

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