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Current Employers
Fiori Financial Group

205 South East 20Th St, Fort Lauderdale, FL 33316 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-01-25
FL RA APPROVED 2022-12-16
  • TX RA
    APPROVED
    Since 2024-01-25
  • FL RA
    APPROVED
    Since 2022-12-16

Branch Locations

205 South East 20Th St, Fort Lauderdale, FL 33316 • United States

Private Client Services, Llc

2225 Lexington Road, Louisville, KY 40206 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-01-04
  • FL RA
    APPROVED
    Since 2023-01-04

Branch Locations

2225 Lexington Rd, Louisville, KY 40206 • United States

205 Se 20Th Street, Fort Lauderdale, FL 33316 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services, Inc. Fort Lauderdale FL 01/2016 12/2016
Raymond James Financial Services Advisors, Inc. Fort Lauderdale FL 01/2016 12/2016
Fiori Financial Group Fort Lauderdale FL 06/2013 12/2016
Startup Bootcamp Miami FL 01/2017 03/2018
Liebman Group Hollywood FL 03/2018 02/2021
Fiori Financial Group Fort Lauderdale FL 02/2021 Present
Raymond James Financial Services, Inc. Fort Lauderdale FL 02/2021 01/2023
Raymond James Financial Services Advisors, Inc. Fort Lauderdale FL 02/2021 01/2023
Ide Technologies Hollywood FL 01/2000 Present
Gel Capital, Llc Hollywood FL 01/2018 Present
Gabriel Levy Hollywood FL 07/2016 Present
Ffg Partners, Llc D/B/A Fiori Financial Group Fort Lauderdale FL 12/2022 Present
Private Client Serivces Fort Lauderdale FL 01/2023 Present
  • 01/2016 → 12/2016
    Raymond James Financial Services, Inc.
    Fort Lauderdale, FL
  • 01/2016 → 12/2016
    Fort Lauderdale, FL
  • 06/2013 → 12/2016
    Fort Lauderdale, FL
  • 01/2017 → 03/2018
    Startup Bootcamp
    Miami, FL
  • 03/2018 → 02/2021
    Liebman Group
    Hollywood, FL
  • 02/2021 → Present
    Fort Lauderdale, FL
  • 02/2021 → 01/2023
    Raymond James Financial Services, Inc.
    Fort Lauderdale, FL
  • 02/2021 → 01/2023
    Fort Lauderdale, FL
  • 01/2000 → Present
    Ide Technologies
    Hollywood, FL
  • 01/2018 → Present
    Gel Capital, Llc
    Hollywood, FL
  • 07/2016 → Present
    Gabriel Levy
    Hollywood, FL
  • 12/2022 → Present
    Ffg Partners, Llc D/B/A Fiori Financial Group
    Fort Lauderdale, FL
  • 01/2023 → Present
    Private Client Serivces
    Fort Lauderdale, FL
Previous Registrations
Other Businesses

(1)Name of Business: FFG Partners, LLC DBA Fiori Financial Group | Business Address: 205 SE 20th Street, Fort Lauderdale, FL 33316 | Activity Type: RIA | Position/Title: Chief Operating Officer | Investment Related: Yes | Start Date: 12/2022 | Hours per month devoted to this business: 160 Hours per month |Hours devoted to this business during trading hours: 160 hours per month | Description of duties: Investment Adviser Rep, Junior partner and portfolio strategist. (2)Name of Business: GEL Capital, LLC | Business Address: 3800 N Hills Dr. #101, Hollywood, FL 33021, USA | Activity Type: (Support Company) | Position/Title: Owner/Proprietor | Investment Related: No | Start Date: 03/2018 | Hours per month devoted to this business: 0-1 | Hours per month devoted to this business during trading hours: 0-1 | Description of duties: I am the only member of this company and have no day to day duties. This company has an ownership percentage in FFG Partners, LLC DBA Fiori Financial Group. This company was created for tax purposes. (3)Name of Business: Non-variable Insurance | Address: 205 SE 20th St, Fort Lauderdale, FL 33316, USA | Activity Type: Submitting non-variable life sales | Position/Title: Insurance Agent | Investment Related: Yes | Start Date: 01/2016 | Hours per month devoted to this business: 2-10 Hours per month devoted to this business | Hours during trading hours: 2-10 | Description of duties: Sales of non-variable insurance with individual clients. (4)Name of business: Private Client Services | Business Address: 205 SE 20th Street, Fort Lauderdale, FL 33316 | Activity Type: Custody of Broker Dealer Business | Position/Title: Registered Representative | Investment Related: Yes | Start Date: 01/2023 | Hours per month devoted to this business: 80 Hours per month |Hours devoted to this business during trading hours: 80 hours per month | Description of duties: Registered Representative of PCS for Broker Dealer Business. (5)Name of Business: FFG Realty, LLC | Address: 205 SE 20th St, Fort Lauderdale, FL, 33316, USA | Activity Type: Real Estate Consulting | Position/Title: Ambassador | Investment Related: Yes | Start Date: 02/2023 | Hours per month devoted to this business: 0-1 Hours per month devoted to this business Hours during trading hours: 0-1 | Description of duties: Real Estate Consulting and Property Management for Clients. (6)Name of Business: IDE Technologies, Inc. | Business Address: 3641 N 52nd Ave, Hollywood, FL 33021, USA | Activity Type: Investment Holding Company | Position/Title: Owner| Investment Related: Yes | Start Date: 01/2021 | Hours per month devoted to this business: 0-1 | Hours per month devoted to this business during trading hours: 0-1 | Description of duties: This is an Investment holding company created to purchase passive investments. Mix of real estate and Tax liens. (7)Name of Business: Tax Lien Purchases| Business Address: 3800 N Hills Dr. #101, Hollywood, FL 33021, USA | Activity Type: Tax Lien| Position/Title: Owner, Proprietor | Investment Related: No | Start Date: 03/2018 | Hours per month devoted to this business: 0-1 | Hours per month devoted to this business during trading hours: 0-1 | Description of duties: Purchasing of Tax liens across the state of Florida. 8)Name of Business: Real Estate Ownership| Business Address: 3800 N Hills Dr. #207, Hollywood, FL 33021, USA | Activity Type: Real Estate Ownership | Position/Title: Owner/Landlord | Investment Related: Yes | Start Date: 01/2018 | Hours per month devoted to this business: 0-1 | Hours per month devoted to this business during trading hours: 0-1 | Description of duties: Landlord/owner of real estate property.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-03-17
  • S66 Uniform Combined State Law Examination
    2015-03-17
Designations

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