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St. Augustine, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-10-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wise Money Israel Llc | St. Augustine | FL | 07/2023 | Present |
| Financial Heirs International Llc | St. Augustine | FL | 07/2022 | Present |
| Elim Messianic Congregation | St. Augustine | FL | 08/2017 | Present |
| No Employment | Highlands | NC | 05/2017 | 07/2017 |
| Harvest Home | Holden | MO | 04/2015 | 04/2017 |
| Wise Money Israel Llc | St. Augustine | FL | 03/2023 | Present |
Financial Heirs International LLC, President, Not Investment Related. 116 N. Hamilton Springs Rd., St. Augustine, FL 32084. Financial stewardship and education. Started 07/2022. Spends approximately 20% of time working on this activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-09 |
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