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4851 Lbj Freeway Suite 850, Dallas, TX 75244 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-28 |
| TX | RA | APPROVED | 2017-12-12 |
Branch Locations
814 Ponce De Leon Suite 500, Coral Gables, FL 33134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services, Inc. | Atlanta | GA | 08/2008 | 07/2017 |
| Suntrust Advisory Services | Atlanta | GA | 09/2016 | 07/2017 |
| Kovack Securities, Inc. | Fort Lauderdale | FL | 07/2017 | Present |
| Castleview Partners, Llc | Coral Gables | FL | 07/2017 | Present |
1) DBA - CASTLEVIEW PARTNERS- 814 PONCE DE LEON BLVD #500, CORAL GABLES, FL 33134; FINANCIAL PLANNING AND INVESTMENT MANAGEMENT; INVESTMENT RELATED; FINANCIAL ADVISOR; 50% OF TIME SPENT 2) ALYSSA M. GUERRA WEALTH MANAGEMENT INC. - 814 PONCE DE LEON BLVD #500,CORAL GABLES, FL 33134; FINANCIAL PLANNING AND INVESTMENT MANAGEMENT. ENTITY FOR PASS-THROUGH INCOME; INVESTMENT RELATED; PRESIDENT 3) FIXED INSURANCE- 814 PONCE DE LEON BLVD #500, CORAL GABLES, FL 33134;FIXED INSURANCE SALES; INVESTMENT RELATED; AGENT; 5% OF TIME SPENT
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-25 |
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