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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 | 2022-10-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Portfolio Resources Group | Coral Gables | FL | 11/2021 | Present |
| Latin American Holdings | Caracas | 02/2021 | Present | |
| Clinica Estetica Amanon Spa | Madrid | 09/2020 | 01/2021 | |
| Student | Madrid | 01/2011 | 08/2020 | |
| Portfolio Resources Advisor Group, Inc. | Coral Gables | FL | 06/2022 | Present |
(1) Latin American Holdings Inc, a subsidiary of BBO Financial Services; Non-Investment Related; Av. Blandin, Torre BNC, Piso 23, La Castellana, Caracas 1060, Edo. Miranda, Venezuela; Consulting Services; Advisor; 02/01/2021; 30 hours; 0 hours during trading hours; Consulting services for Venezuelan clients. Includes project management, business development, and financial analysis. (2) Member of the BOD of Banco Sofitasa, a Venezuelan universal bank based in San Cristobal in the Andean Region, since 09/30/2024, investment related, passive role, 2-4 hours per month, which will be spent in attending board meetings, no remuneration.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-21 |
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