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1900 S. Harbor City Blvd Suite 327, Melbourne, FL 32901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2026-03-19 |
| FL | RA | APPROVED | 2025-08-05 |
Branch Locations
600 Florida Avenue Suite 103, Cocoa, FL 32922 • United States
600 Florida Avenue Suite 103, Cocoa, FL 32922 • United States
1900 S. Harbor City Blvd Suite 327, Melbourne, FL 32901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waves Realty | Melbourne | FL | 03/2015 | Present |
| Sound Income Strategies Llc | Fort Lauderdale | FL | 01/2022 | 08/2023 |
| Arbor Financial Services | Merlbourne | FL | 09/2018 | 07/2023 |
| Americoast Insurance | Melbourne | FL | 06/2015 | 09/2021 |
| Ae Wealth Management, Llc | Topeka | KS | 08/2023 | 05/2024 |
| Proverbi Capital Advisors, Llc | Cocoa | FL | 07/2024 | Present |
| Proverbi Capital Advisors, Llc | Cocoa | FL | 02/2025 | Present |
| Andrea Hall, Sole Propritor | Cocoa | FL | 01/2012 | 05/2024 |
| Big Financial Services | Cocoa | FL | 07/2023 | 05/2024 |
| New Vision Investment Strategies, Llc | Cocoa | FL | 05/2024 | Present |
1) New Vision Investment Strategies, LLC; Inv Rel; Ins Agent; Cocoa, FL; insurance sales and services; start 05/2024; Approx 50% of time; approx 80 hr/mo. 2) Waves Realty; Yes Investment Related; 943 Wimbledon Dr., Melbourne, FL 32940; Real Estate; Real Estate Agent; START DATE: 03/2015 ; Approx. 10 hours a month; Approx. 00 hours during trading; Buying and Selling houses for clients
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-11 |
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