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2000 Pga Blvd Suite 4440, Palm Beach Gardens, FL 33408 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| FL | RA | APPROVED | 2025-01-01 |
| OR | RA | APPROVED | 2025-01-01 |
| MA | RA | APPROVED | 2022-10-12 |
| NJ | RA | APPROVED | 2021-05-19 |
| PA | RA | APPROVED | 2020-12-03 |
Branch Locations
2000 Pga Blvd Suite 4440, Palm Beach Gardens, FL 33408 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sunrise Brokers Llc | New York | NY | 10/2015 | 12/2016 |
| Bgc Financial, Lp | New York | NY | 12/2016 | 09/2017 |
| Digital Asset Investment Management Llc | Newport Beach | CA | 04/2018 | Present |
| N/A | Boca Raton | FL | 09/2017 | 04/2018 |
1. Blue Water; real estate development and construction company; non-investment related; 120 Newport Center Drive Newport Beach CA 92660; Principal and Owner; Start date: March 2019, 4 hours/month 2. Jarvis Construction; Construction company; non-investment related; 25721 Via Solis San Juan Capistrano CA 92675; Consultant; October 2019; 60 hours/month; Consultant to unaffiliated construction company.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-04-06 |
| S63 | Uniform Securities Agent State Law Examination | 2010-06-26 |
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