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18851 Ne 29Th Avenue Suite 400, Aventura, FL 33180 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2015-10-08 |
| NC | RA | APPROVED | 2015-09-09 |
Branch Locations
18851 Ne 29Th Avenue Suite 400, Aventura, FL 33180 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 09/2015 | 05/2025 |
| Omnia Family Wealth | Aventura | FL | 09/2015 | Present |
1) GREATER MIAMI JEWISH FEDERATION. I SPEND ABOUT 1 HOUR A MONTH AS A VOLUNTEER FOR THE INVESTMENT COMMITTEE. I DON'T GIVE ANY SPECIFIC INVESTMENT ADVICE. THEY HAVE A CONSULTANT THAT HANDLES THE INVESTING, THEY DEAL MORE WITH BROAD BASED IDEA SHARING. IT IS VOLUNTEER. OMNIA FAMILY WEALTH DOES NOT HANDLE THE MONEY FOR THE FEDERATION, THERE IS NO SPECIFIC THAT WOULD BE A CONFLICT OF INTEREST. BUS HRS: M-T 8:30 TO 4:30 FRI 9-6 4200 BISCYANE BLVD MIAMI, FL 33137 305-576-4000 2) Adler Kawa, Investment Related, Should market environment necessitate the advisory board has the ability to extend duration. Adler Real Estate 21500 Biscayne Blvd Aventura, FL 33180; Real Estate, Advisory Board;0 hours/month. Advisor on a committee to extend the fund should market conditions not be favorable period to sell real estate holdings.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 1983-01-21 |
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