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2937 Sw 27Th Ave Suite 303, Miami, FL 33133 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Credit Andorra Financial Group | Miami | FL | 06/2013 | 11/2018 |
| Beta Capital Securities, Llc | Miami | FL | 04/2014 | 11/2018 |
| Zink Wealth Solutions, Llc | Key Biscayne | FL | 10/2025 | Present |
| Zink Distribution Solutions. Llc | Key Biscayne | FL | 10/2025 | Present |
| Vic Wealth Solutions, Llc | Miami | FL | 06/2025 | Present |
| Charles Monat Associates, Llc | Miami | FL | 07/2024 | 06/2025 |
| Vic Wealth Consultants, Llc | Miami | FL | 07/2020 | 06/2025 |
| Compagnie Bancaire Helvetic | Geneva | 11/2018 | 07/2025 |
Since November 2019, Director - Garnandez SL , located in Madrid, 28003, Spain. Responsibilities include overseeing activity in the legal entity. This is Investment Related. Will devote four hours per month toward this activity - zero hours during securities trading hours. Since July 2020, Director - Viaggio WW, LLC, located in Casper, WY 82601. Responsibilities include providing input as a director for a software development company. This is not investment related. Will devote 12 hours per month toward this activity - zero hours per month during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-09 |
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