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121 Alhambra Plaza Suite 1000, Coral Gables, FL 33134 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-05-22 |
| FL | RA | APPROVED | 2019-05-09 |
Branch Locations
121 Alhambra Plaza Suite 1000, Coral Gables, FL 33134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisors Llc | Denver | CO | 07/2016 | 09/2017 |
| Mcculley & Associates, Inc. | Fort Collins | CO | 07/2016 | 12/2016 |
| Haenny Asset Management | Fort Collins | CO | 12/2016 | 09/2017 |
| The Lubitz Financial Group | Miami | FL | 04/2018 | 09/2021 |
| Unemployed | Fort Collins | CO | 09/2017 | 04/2018 |
| Meira Fka The Lubitz Financial Group | Miami | FL | 09/2021 | Present |
1. NAME OF OTHER BUSINESS: RM CIVIL DESIGNS, INC.; INVESTMENT RELATED: NO; ADDRESS: 1626 HOLLY WAY, FORT COLLINS, CO 80526; NATURE OF BUSINESS: CIVIL ENGINEERING; START DATE: 01/2006; POSITION/TITLE/RELATIONSHIP: PASSIVE OWNER; APX NUMBER OF HOURS PER WEEK: NONE; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: PASSIVE OWNER. 2. Miami Obedience Club , not investment related, Tropical Park Equestrian Center, 7900 Sw 40th St Miami, FL 33155, AKC local kennel club, started 1/2025, member, 1 hour a month, no hours during trading hours, Desc-volunteer at monthly meetings and help out at the local dog events throughout the year. 3. FPA of Miami, 6815 Biscayne Blvd Suite 130 #323 Miami, FL 33138, Board member, professional organization, 1 hour per week not during trading hours, assist in the running of the organization and volunteer for pro bono planning ad hoc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-01-22 |
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