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4000 Ponce De Leon Blvd Ste 670, Coral Gables, FL 33146 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-11-03 |
Branch Locations
Av. Circunvalacion Del Sol, Centro Prof. Sta.PAula Torre A, Piso 1, Oficina 12, Caracas • Venezuela
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Selected Assets Management | Caracas | 06/2013 | Present | |
| Portfolio Resources Group, Inc. | Coral Gables | FL | 02/2014 | Present |
| Portfolio Resources Advisor Group, Inc. | Coral Gables | FL | 10/2020 | Present |
Selected Assets Management Co,Is Investment Related,"Av Circunvalacion del Sol, CP Santa Paula, Torre A, Piso 1, Oficina 12 Caracas, Venezuela","Provide advisory service for foreign clients regarding family business, real estate assets, family governance and other assets/investment",Consultant,6/1/2013,50 hours per month,2 hours per month during trading hours,Salary Compensation,"Analyze clients assets, business performance and investment proposals. Develop business development strategies for the company."
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 2019-08-01 |
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