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2811 Ponce De Leon Blvd Suite 840, Coral Gables, FL 33134 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-29 |
| NY | RA | APPROVED | 2021-08-30 |
Branch Locations
2811 Ponce De Leon Blvd Suite 840, Coral Gables, FL 33134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| We Family Offices | Miami | FL | 03/2013 | Present |
DIRECTOR - FORAM GROUP, 600 BRICKELL AVENUE MIAMI, FL 33131. FORAM IS A COMMERCIAL REAL ESTATE PROPERTY MANAGEMENT AND PROPERTY DEVELOPMENT BUSINESS. DIRECTOR SINCE 2007. AS A BOARD MEMBER AND TRUSTEE, I PROVIDE INSIGHTS ON GENERAL BUSINESS STRATEGY. DIRECTOR - HEICO CORP., 3000 TAFT ST., HOLLYWOOD, FL 33021. AEROSPACE & ELECTRONICS INDUSTRY. DIRECTOR SINCE 2014. DUTIES OF A MEMBER OF THE BOARD OF DIRECTORS FOR A LARGE PUBLIC COMPANY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-09-04 |
| S63 | Uniform Securities Agent State Law Examination | 1994-12-23 |
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