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8936 Northpointe Executive Park Dr. Ste.260, Huntersville, NC 28078 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-06-02 |
| FL | RA | APPROVED | 2020-06-08 |
Branch Locations
110 Se 6Th Street Ste. 1700, Fort Lauderdale, FL 33301 • 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 |
|---|---|---|---|---|
| Hsbc Bank Usa, N.A. | Fort Lauderdale | FL | 08/2016 | 06/2020 |
| Trusttree Financial Llc | Ft Lauderdale | FL | 06/2020 | Present |
| Capstone Mortgage Lending Llc | Miami | FL | 08/2020 | Present |
1. Other Business Name: Rental Property 2. Investment Related? No 3. Address of Other Business: 30 East Drive, North Miami Beach, FL 33162 4. Nature of Other Business: Rental Property 5. Position/Title/Relationship with Other Business: Sole Owner 6. Start Date: Purchased 3/1/2005 7. Hours Per Month: 1 8 .Market Hours Per Month: 0 9. Duties Related to Other Business: Collecting Rents and Providing Maintenance 1. Other Business Name: Mosca Spirits Inc 2. Investment Related: No 3. Address of Other Business: 3245 NE 184th St #13211, Aventura, FL 33160 4. Nature of the Other Business: Spirits Brand 5. Position/Title/Relationship with Other Business: Owner/President/Founder 6. The start date of your relationship: March 2019 7. Hours Per Month: 20 8. Market Hours Per Month: Zero 9. Duties Related to Other Business: Creating and Marketing a Spirits Brand 1. Other Business Name: Capstone Mortgage Lending LLC 2. Investment Related? No 3. Address of Other Business: 11401 SW 40th St, Suite 206, Miami, FL 33615 4. Nature of Other Business: Mortgage Loan Origination 5. Position/Title/Relationship with Other Business: Mortgage Loan Originator 6. Start Date: 8/17/2020 7. Hours Per Month: 40-50 8. Market Hours Per Month: 15-20 9. Duties Related to Other Business: Will initiate mortgage loans for purchase and refinances, will assist in processing loans 1.Other Business Name: Independent Insurance Agent 2.Investment Related? Yes 3.Address of Other Business: 110 SE 6th St. Ste. 1700, Fort Lauderdale, FL 33301 4.Nature of Other Business: Life Insurance Sales 5.Position/Title/Relationship with Other Business: Independent Insurance Agent 6.Start Date: April 2014 7.Hours Per Month: 2 8.Market Hours Per Month: 2 9.Duties Related to Other Business: Provide potential insurance clients with insurance quotes discussing insurance options and policy features.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-04-04 |
| S63 | Uniform Securities Agent State Law Examination | 1995-04-04 |
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