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4000 Ponce De Leon Blvd Ste 670, Coral Gables, FL 33146 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-11-30 |
| FL | RA | APPROVED | 2021-08-12 |
Branch Locations
4000 Ponce De Leon Blvd Ste 670, Coral Gables, FL 33146 • United States
Av. Venezuela, Torre Oriental De Seguros, Piso 1, El Rosal, Caracas 1060 • Venezuela
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Solfin Operador De Valores Autorizado | Caracas | 09/2003 | Present | |
| Portfolio Resources Group, Inc. | Coral Gables | FL | 06/2016 | Present |
SOLFIN CASA DE BOLSA,Is Investment Related,"Ave Venezuela Torre Oriental de Seguros, Piso 1 El Rosal,Caracas,Venezuela",Venezuelan Securities Brokerage Firm,Executive Director, 9/1/2003, 20 hours per month,1 hours per month during trading hours,Salary Compensation, Supervisor of accounting and administrative duties.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-19 |
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