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4851 Lbj Freeway Suite 850, Dallas, TX 75244 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-09 |
| TX | RA | APPROVED_RES | 2022-09-28 |
Branch Locations
814 Ponce De Leon Suite 500, Coral Gables, FL 33134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advisory Investor Services Llc | Weston | FL | 12/2019 | 04/2020 |
| Hsbc | Coral Gables | FL | 07/2016 | 09/2019 |
| Residential Savings Mortgage | Hollywood | FL | 03/2020 | 04/2020 |
| Castleview Partners, Llc | Coral Gables | FL | 04/2020 | Present |
| Kovack Securities, Llc | Fort Lauderdale | FL | 11/2020 | Present |
| Amazon Flex | Miami | FL | 03/2020 | 04/2020 |
1) DBA-CASTLEVIEW PARTNERS LLC- 814 PONCE DE LEON BLVD, SUITE 500, CORAL GABLES, FL 33134; INVESTMENT RELATED; PROVIDE FINANCIAL AND INVESTMENT ADVICE; FINANCIAL ADVISOR; 60% OF TIME SPENT. 2) VARIENT FOOD DELIVERY SERVICES (INSTACART, GRUBHUB, AMAZON AND POSTMATES); NON-INVESMENT RELATED; FOOD DELIVERY SERVICE; DRIVER; 20% OF TIME SPENT. 3) REAL ESTATE - 501 OCEAN DRIVE 1019, HOLLYWOOD BEACH, FL 33019; INVESTMENT RELATED; INVESTING IN BUYING AND FLIPPING HOMES; PARTNER; 10 HOURS/MONTH OF TIME SPENT; LESS THAN 1% HOURS/MONTH OF TIME SPENT DURING SECURITIES TRADING. 4) ADVISORY, BROKERAGE AND INSURANCE - 210 CEDAR RD, APT. 210, VISTA, CA; INVESTMENT RELATED; SALES FOR ADVISORY, BROKERAGE AND INSURANCE; FINANCIAL ADVISOR; 40 HOURS/MONTH OF TIME SPENT; 8 HOURS/MONTH OF TIME SPENT DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-07-06 |
| S63 | Uniform Securities Agent State Law Examination | 2011-07-29 |
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