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5700 West 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-30 |
Branch Locations
7791 Nw 46Th Street Suite 321, Doral, FL 33166 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kaufman Rossin Wealth, Llc | Miami | FL | 11/2021 | 02/2023 |
| Mass Mutual | Miami | FL | 09/2014 | 11/2021 |
| Kr Financial Services, Llc Dba Kaufman Rossin Insurance Services | Miami | FL | 11/2021 | 06/2025 |
| Kaufman, Rossin & Co. | Miami | FL | 11/2021 | 06/2025 |
| Kaufman Rossin Wealth, Llc | Miami | FL | 02/2023 | 06/2025 |
| Mariner Platform Solutions | Overland Park | KS | 07/2025 | Present |
| Imperio Wealth Advisors | Coral Gables | FL | 07/2025 | Present |
1) Imperio Wealth Advisors; Investment-related; Coral Gables, FL; Offering investment service through Mariner Platform Solutions; start date 07/2025, 160 hours per month during securities trading hours. 2) Mayelin Alvarez; Investment-related; Miramar, FL; Life insurance planning for personal and business needs; Insurance Agent/Advisor; Start Date: 07/17/2025; 10 hours per month during securities trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-17 |
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