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4000 Ponce De Leon Blvd Ste 670, Coral Gables, FL 33146 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2010-12-07 |
Branch Locations
4000 Ponce De Leon Blvd Ste 670, Coral Gables, FL 33146 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Portfolio Resources Group, Inc. | Coral Gables | FL | 08/2008 | Present |
| Portfolio Resources Advisor Group, Inc. | Coral Gables | FL | 05/2022 | Present |
1. Great Properties International, Is Not Investment Related, 260 Crandon Blvd., Suite 53, Key Biscayne, FL, 33149, REAL ESTATE, Sales Associate - REALTOR, 3/4/2011,4 hours per month,0 hours per month during trading hours, Commission Compensation, Management and administrative duties. 2. Nancy Baquero Property Manager, Is Not Investment Related, 1824 Brickell Avenue, Unit 4C, Miami, FL, 33129, REAL ESTATE, Property Manager, 1/1/2011, 3 hours per month, 0 hours per month during trading hours, Commission Compensation, Property management. 3. Villa Brickell Condominium Association, Is Not Investment Related, 1824 Brickell Avenue, Miami, FL 33129, Condominium Association, President of Board of Directors, 12/9/2015, 4 hours per month, 0 hours per month during trading hours, No Compensation, Supervise the day-to-day administration. 4. Portfolio Resources Advisor Group, Inc. affiliate of Portfolio Resources Group, is Investment Related, 4000 Ponce De Leon Blvd, Ste 670, Coral Gables, FL 33146, An Investment Advisor, Chief Financial Officer 05/06/2022, & Chief Information Security Officer 08/01/2017, FINOP Assistant 08/05/2008-05/05/2022, Investment Advisor Representative,12/01/2010,40 hours per month,10 hours per week during trading hours, Other Compensation, salary, duties: supervision, financial operations, cybersecurity, technology, administrative. 5. Investment Resources Int'l Inc, a Portfolio Resources Affiliate, is Not Investment Related, 4000 Ponce De Leon Blvd, Ste 670, Coral Gables, FL 33146, Administration, Chief Financial Officer, 05/06/2022, FINOP Assistant 08/05/2008-05/05/2022, 20 hours per month,5 hours per week during trading hours, Salary Compensation, Providing administrative and management services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-09-21 |
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