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205 South East 20Th St, Fort Lauderdale, FL 33316 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-25 |
| FL | RA | APPROVED | 2022-12-16 |
Branch Locations
205 South East 20Th St, Fort Lauderdale, FL 33316 • United States
2225 Lexington Road, Louisville, KY 40206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-01-04 |
Branch Locations
2225 Lexington Rd, Louisville, KY 40206 • United States
205 Se 20Th Street, Fort Lauderdale, FL 33316 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-17 |
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