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Tamarac, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-05-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tep Financial Solutions Llc | Tamarac | FL | 12/2022 | Present |
| Coa Ventures Llc | Davie | FL | 04/2020 | Present |
| Coa Consulting Services Llc | Davie | FL | 11/2021 | Present |
| Broward College | Coconut Creek | FL | 05/2007 | Present |
| Stadium 1 Software Llc | Boynton Beach | FL | 12/2008 | Present |
COA CONSULTING SERVICES LLC - Not investment related - 6844 Stirling Road, Hollywood, FL 33024 - Accounting and business consulting services - Position/Title/Relationship: Owner - Start Date: 11/2021 - Number of Hours Total: 20 hours per month - Number of Hours During Trading Hours: 1 hour per day - Duties: Performing accounting, business consulting and training services COA VENTURES LLC - Not investment related - 6844 Stirling Road, Hollywood, FL 33024 - Event venue operator - Position/Title/Relationship: Owner - Start Date: 4/2020 - Number of Hours Total: 80 hours per month - Number of Hours During Trading Hours: 2 hours per day - Duties: Management of venue rentals STADIUM 1 SOFTWARE LLC - Not investment related - 1313 W Boynton Beach Blvd PMB 327 STE 1B, Boynton Beach, FL 33426 - Development and sales of compute software - Position/Title/Relationship: Director of Accounting - Start Date: 12/2008 - Number of Hours Total: 10 hours per month - Number of Hours During Trading Hours: 1 hour per day - Duties: Performing accounting services BROWARD COLLEGE - Not investment related - 1000 Coconut Creek Blvd, Coconut Creek, FL 33066 - State college - Position/Title/Relationship: Associate Professor - Start Date: 05/2007 - Number of Hours Total: 20 hours per month - Number of Hours During Trading Hours: 5 hours per week - Duties: Teaching accounting
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-08 |
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