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18851 Ne 29Th Avenue Suite 400, Aventura, FL 33180 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-02 |
Branch Locations
18851 Ne 29Th Avenue Suite 400, Aventura, FL 33180 • 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 |
|---|---|---|---|---|
| Omnia Family Wealth, Llc | Aventura | FL | 09/2015 | Present |
| Purshe Kaplan Sterling Investments, Inc. | Albany | NY | 09/2015 | 07/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-01-21 |
| S63 | Uniform Securities Agent State Law Examination | 1995-08-09 |
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