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333 Se 2Nd Ave Suite 2520, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-10-17 |
| FL | RA | APPROVED | 2016-05-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Element Pointe Advisors, Llc Dba Element Pointe Family Office | Miami | FL | 03/2016 | Present |
1) 11/2017: ORANGE BOWL COMMITTEE - INVESTMENT COMMITTEE MEMBER - VOLUNTEER POSITION - INVESTMENT RELATED - 4 HOURS PER QUARTER/1 HOUR DURING SECURITIES TRADING - REVIEW ENDOWMENT PORTFOLIO'S PERFORMANCE QUARTERLY IN CONJUNCTION WITH A THIRD PARTY INVESTMENT CONSULTANT - MIAMI, FL. 2)2018: ORANGE BOWL COMMITTEE - FINANCE COMMITTEE MEMBER - VOLUNTEER POSITION - INVESTMENT RELATED - 4 HOURS PER QUARTER/1 HOUR DURING SECURITIES TRADING - REVIEW FINANCIALS OF THE ORANGE BOWL QUARTERLY AND PROVIDES STRATEGIC GUIDANCE ON FUTURE SOURCES AND USES OF FUNDS - MIAMI, FL. 3) 2012: CD AND ASSOCIATES HOLDINGS, LLC - INVESTMENT RELATED - MANAGER - 5 HOURS PER MONTH/2 HOURS DURING SECURITIES TRADING - FAMILY OWNED ENTITY THAT HOLDS REAL ESTATE FOR INVESTMENT AND RENTAL INCOME PURPOSES - PINECREST, FL. 4) 2012: CD AND ASSOCIATES MANAGEMENT, LLC - INVESTMENT RELATED - MANAGER - 5 HOURS PER MONTH/2 HOURS DURING SECURITIES TRADING - FAMILY OWNED ENTITY THAT HOLDS REAL ESTATE FOR INVESTMENT AND RENTAL INCOME PURPOSES - PINECREST, FL. 5) COMMERCIAL OFFICE BUILDING - NON-INVESTMENT RELATED - OWNER - LAKE NONA, FL - 0 HOURS DURING SECURITIES TRADING - RENTS COMMERCIAL SPACE TO BUSINESSES. 6) 2018: 7640 HARDING, LLC - INVESTMENT RELATED - MANAGER - 1 HOUR PER MONTH/0 HOURS DURING SECURITIES TRADING - FAMILY OWNED ENTITY THAT HOLDS REAL ESTATE FOR INVESTMENT AND RENTAL INCOME PURPOSES - PINECREST, FL. 7)1/2021: ELEMENT POINTE GROUP, LLC - NOT INVESTMENT RELATED - MIAMI, FL - HOLDING COMPANY OWNER OF ELEMENT POINTE ADVISORS, LLC AND ELEMENT POINTE DEEP ACCESS GP, LLC - MANAGING MEMBER - 1 HR/WEEK DURING SECURITIES TRADING - MIAMI, FL. 8) 1/2021: ELEMENT POINTE DEEP ACCESS GP, LLC - INVESTMENT RELATED - MIAMI, FL - GENERAL PARTNER TO ELEMENT POINTE DEEP ACCESS FUND, LP A PRIVATE FUND - MANAGER - 1 HRS/WEEK DURING SECURITIES TRADING - MIAMI, FL. 9) 2021: 730 PENNSYLVANIA, LLC - INVESTMENT RELATED - MANAGER - 0 HOUR PER MONTH/0 HOURS DURING SECURITIES TRADING - FAMILY OWNED ENTITY THAT HOLDS REAL ESTATE FOR INVESTMENT AND RENTAL INCOME PURPOSES - PINECREST, FL. 10) 6/2025: SURFSIDE GROVE, LLC - INVESTMENT RELATED - MEMBER - 0 HOUR PER MONTH/0 HOURS DURING SECURITIES TRADING - HOLDING COMPANY FOR PASSIVE INVESTMENT - MIAMI, FL
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-04-05 |
| S63 | Uniform Securities Agent State Law Examination | 2012-05-14 |
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