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601 21St Street Suite 300, Vero Beach, FL 32960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-05-01 |
Branch Locations
2811 Ponce De Leon Boulevard Suite 730, Coral Gables, FL 33134 • United States
601 21St Street Suite 300, Vero Beach, FL 32960 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Cardea Capital Advisors, Llc | Coral Gables | FL | 10/2023 | Present |
| Claraphi Advisory Network Llc | Vero Beach | FL | 01/2016 | 11/2017 |
| Ip Financial Advisory Services | Charlotte | NC | 02/2023 | 09/2023 |
| World Choice Securities Inc | Bedford | TX | 01/2017 | 09/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-07 |
| S63 | Uniform Securities Agent State Law Examination | 1986-12-05 |
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