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999 Brickell Avenue Suite 1006, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-10-31 |
Branch Locations
999 Brickell Avenue Suite 1006, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Integral Wealth Securities Llc | Villanova | PA | 04/2009 | Present |
| Innovation Partners Llc | Charlotte | NC | 02/2017 | 10/2020 |
| Ip Financial Advisory Services | Charlotte | NC | 12/2019 | 10/2020 |
| Cmg Capital Management Group, Inc. | Malvern | PA | 09/2020 | 07/2025 |
| Scala Capital | Miami | FL | 07/2025 | Present |
5/2019 Clarion Street Advisors, 211 Twining Lane, Wayne PA. Not Investment Related, Business development, commercial lending, 3-5 hours a week during market hours; Refer borrowers searching for bank lenders, not retail related, not offered to my advisory clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-09-09 |
| S63 | Uniform Securities Agent State Law Examination | 1982-07-07 |
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