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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 | 2022-05-24 |
Branch Locations
3350 Sw 148Th Avenue Suite 110, Miramar, FL 33027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn Mutual Life Insurance Co | Horsham | PA | 02/2016 | 04/2018 |
| Hornor Townsend & Kent Inc | Horsham | PA | 02/2016 | 04/2018 |
| Axa Advisors, Llc | New York | NY | 04/2018 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 04/2018 | 01/2021 |
| Proxy Wealth Advisors Llc | Miami | FL | 01/2021 | 02/2021 |
| Purshe Kaplan Sterling Investments, Inc. | Miami | FL | 01/2021 | Present |
| Octavia Wealth Advisors Llc | Miami | FL | 02/2021 | 04/2022 |
| Octavia Risk Management, Llc | Miami | FL | 02/2021 | 04/2022 |
| Jetsetter Fulfillment, Llc | Miami | FL | 10/2021 | Present |
| Jetsetter Financial, Llc | Miramar | FL | 08/2015 | Present |
| Imperio Wealth Advisors | Miramar | FL | 05/2022 | Present |
| Mariner Platform Solutions | Miramar | FL | 05/2022 | Present |
(1) Jetsetter Financial, LLC; Not investment-related; Address: 2980 McFarlane Road, Miami, FL 33133; Nature: Insurance sales, Position: Manager and President; Start date: 08/2015, Hours/month: 10 hours/month all of which are during securities trading hours; Duties: Insurance brokerage. (2) Licensed insurance agent; Not investment-related; Business is conducted from 2980 McFarlane Road, Miami, FL 33133; Insurance sales: Insurance Agent; 07/2013; 10 hours per month all of which are during securities trading hours; Implementation of insurance sales. (3) Registered Representative with Purshe Kaplan Sterling Investments, Inc. ("PKS") since 01/2021. Business is conducted from 2980 McFarlane Road, Miami, FL 33133. (4) Jetsetter Fullfillment, LLC; Not investment-related; Business is conducted at 3200 SW 192nd Ave., Miramar, FL 33029; Online merchandise sales; Owner; 10/2021; Five (5) hours per month; Zero (0) hours during securities trading hours; Acquire merchandise to sell through the online store. (5) Imperio Wealth Advisors; Miramar, FL; FOUNDER; OFFERING INVESTMENT ADVISORY SERVICES THROUGH MARINER PLATFORM SOLUTIONS; START DATE 04/2022; 160 HRS/MONTH AND DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-01-09 |
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