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Miami, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Arven Financial Dba Visionary Wealth Advisors, Llc/Mass Mutual | Miami | FL | 06/2015 | 10/2016 |
| Massachusetts Mutual Life Insurance Company | Miami | FL | 06/2015 | 04/2017 |
| Jlm Advisors, Llc | Miami | FL | 03/2016 | 04/2017 |
| Jlm Advisors, Llc | Miami | FL | 04/2017 | Present |
| Linkeo Digital Marketing | Miami | FL | 09/2021 | Present |
1-Linkeo Digital Marketing;Not Investment Related; 8240 NW 52nd terrace #203,Doral FL 33166:Digital Marketing: Consultant:Digital Marketing Consultant: 9/01/2021:120:5:Meet with business owners to consult how to grow their businesses and build a new prospecting system and increase revenues, 2-JLM Real Estate Holdings :Not Investment related: 14640 SW 15 st: Miami FL 33184:Property management and real estate holdings:sole Owner: This entity is for the sole purpose of managing and holding real estate assets for my family who is looking to purchase real estate in the future.: 5/2022:0:0:Currently there is no activity with this company.0 hours dedicated now.: look for family real estate acquisitions: 3-Naples Wealth Planning:Investment:1016 Collier Center Way #201:Naples FL:Investment Advice:Solicitor:business development:5/2017:4:1:if one of my JLM clients benefits I place their accounts with Naples: 4-Absolute Capital:Investment:101 Pennsylvania Boulevard Pittsburgh, PA 15228:Investment 401 K partner pre rollover solutions:Solicitor:Business Development:4:1:When one of JLM clients need pre rollover or can benefit from active management of 401K I place with Absolute, , 5-Q3 Asset management:Investment:2175 Cole Street Birmingham, MI 48009:Investment - Money Manager:Solicitor:business development:07/2019:4:1:When a JLM client benefits from Q3 port folios or retirement accounts services I place those clients with them:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-08-05 |
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