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220 Alhambra Circle 2Nd Floor, Coral Gables, FL 33134 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-02 |
Branch Locations
220 Alhambra Circle 2Nd Floor, Coral Gables, FL 33134 • United States
Miami, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Belvedere Capital Advisor | Miami | FL | 09/2016 | 04/2019 |
| Unemployed | Miami | FL | 04/2016 | 09/2016 |
| Belvedere Wealth Advisors, Llc | Miami | FL | 10/2018 | 12/2019 |
| Self Employed | Miami | FL | 12/2019 | 06/2022 |
| Amerant Investments, Inc. | Miami | FL | 06/2022 | Present |
Koblenz America LLC; non-investment related; 1001 Brickell Bay Drive, Suite 2908. Miami, FL 33133; holds a Single Family Real Estate Asset; Operating General Manager since 1/13/2017; a few hours a year during tax season & financial filling is dedicated to this business none of which are during securities trading hours; duty is to maintain tax and legal status of LLC and ensure bills are paid.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-02 |
| S65 | Uniform Investment Adviser Law Examination | 2017-06-27 |
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