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600 Fifth Avenue 2Nd Floor, New York, NY 10020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-09-25 |
| FL | RA | APPROVED | 2025-09-24 |
Branch Locations
Cutler Bay, FL • United States
600 Fifth Avenue 2Nd Floor, New York, NY 10020 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tradestation Securities | Plantation | FL | 06/2000 | 11/2016 |
| Wealth Watch Advisors, Llc | Englewood | CO | 11/2018 | 09/2020 |
| Unemployed - Caretaker | Miami | FL | 12/2016 | 11/2018 |
| Avalon Investment & Securities Group, Inc. | Muscle Shoals | AL | 11/2018 | 09/2020 |
| Covato Capital Management, Llc | Naples | FL | 09/2022 | 07/2023 |
| Coach Rich | Naples | FL | 01/2017 | 09/2022 |
| Sincore Ventures, Llc | Miami | FL | 01/2025 | Present |
| Southcoast Capital N.A. Llc | Stuart | FL | 07/2023 | 03/2025 |
1. Sincore Ventures, LLC - Investment Related - Founder/Managing Partner - sourcing and selling suitable private investment offerings to qualified investors- approx. 160 hours/month 2. Stonehaven Advisors, LLC - Investment related - Investment Adviser Rep - in place to facilitate compliant fee receipt for investor referrals which result in SMA creation. Less than 2 hour per month. 3. NAI Miami - Commercial Real Estate Broker - Investment related - Florida real estate agent for commercial broker firm performing sales and leasing services of commercial real estate specializing in the Broward, Dade, and Monroe Counties - Approx 50 hour/month
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-04-22 |
| S66 | Uniform Combined State Law Examination | 2020-10-29 |
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