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4366 5Th Avenue, Pace, FL 32571-1810 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-11-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Andalus Capital, Llc | Syosset | NY | 01/2013 | 04/2019 |
| Claraphi Advisory Network | Laguna Hills | CA | 04/2019 | 10/2023 |
| Turner Financial Group | Pace | FL | 11/2023 | Present |
1) TANDON School of Engineering at NYU, non-investment related, One Metro Tech Center, 19th Floor, Brooklyn NY 11201, Director of Alumni Relations Office and Member of International Board of Director (IBOD), Start date 9/1/2021, Spends approximately 2 hours per month for this activity, participates in meetings as a board member for this institution. 2) Future First Energy, Non Investment related, 33 South Service Road Jericho NY 11753, Member of Board of Advisor, Start date 1/1/23, Spends approximately 2 hours per month for this activity, Provide coaching, mentoring thoughtful leadership and strategy building for the growth of the organization.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-03-09 |
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