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8000 Nw 7Th Street Suite 203, Miami, FL 33126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-08-14 |
Branch Locations
8000 Nw 7Th Street Suite 203, Miami, FL 33126 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed | Miami | FL | 10/1989 | Present |
| Financial Designs Inc | Miami | FL | 10/1994 | Present |
| Voya Financial Advisors | Miami | FL | 09/2014 | 05/2021 |
| The Leaders Group Inc | Littleton | CO | 05/2021 | Present |
| Financial Designs Wealth Management Llc | Miami | FL | 05/2021 | Present |
1.) FINANCIAL DESIGNS INC - 10/1/89 to Present - 8000 SW 84th Avenue, Miami, FL 33156 - Owner, meets and help clients with renewals and new business. These are the prospects I transition to life/wealth mgmt, sell and service employee benefits, Not Invt Rel; less than 65% time (during trading hours). 2.) JAV PROPERTY HOLDINGS LLC - 8/1/2001 - 8000 SW 84th Avenue, Miami, FL 33156 - Owner, no duties, buy and rent real estate personally, Not Inv Rel, less than 5% of the time (during trading hours). 3.) FINANCIAL DESIGNS WEALTH MANAGEMENT LLC - 5/7/2021 - 8000 SW 84th Avenue, #201, Miami, FL 33156 - Certified Financial Planner, RIA for Investments, Create and organize estate/retirement plans for clients through fee-only accounts, Inv Rel, less than 20% of the time, (during trading hours). 4.) FINANCIAL DESIGNS LEGACY, LLC - 1/1/2023 - 8000 SW 84th Avenue, Miami, FL 33156 - A life ins business; less than 5% of the time; (during trading hours). 5.) FD TECHNOLOGY & HR, LLC - 1/1/2023 - 8000 SW 84th Avenue, Miami, FL 33156 - A payroll business; less than 5% of time; (during trading hours). 6.) ACOSTA & VALDES LLC - 3/13/06 - 8000 SW 84th Avenue, Miami, FL 33156 -part owner, no duties, real estate investment, Not Inv Rel, less than 5% of the time; (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-09-15 |
| S65 | Uniform Investment Adviser Law Examination | 1997-06-13 |
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