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165 Broadway 23Rd Floor, New York, NY 10006 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-18 |
Branch Locations
165 Broadway 23Rd Floor, New York, NY 10006 • United States
Jacksonville, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vystar Investment Services, Lpl Financial | Jacksonville | FL | 04/2016 | 09/2023 |
| Stratton & Co., Creativeone Wealth | Ponte Vedra | FL | 01/2024 | 10/2025 |
| Valuteachers, National Life Group | Ponte Vedra | FL | 01/2026 | 06/2026 |
| Mint Asset Management Llc | New York | NY | 08/2026 | Present |
| Ortega Pines Consulting | Jacksonville | FL | 08/2023 | Present |
ORTEGA PINES CONSULTING / NOT INVESTMENT-RELATED / 4503 ORTEGA FARMS CIR, JACKSONVILLE, FL 32210 / PROPERTY MANAGEMENT OF PERSONAL INVESTMENT PROPERTIES / OWNER / PROPERTY MANAGER / AUG2023 / 5HRS PER MONTH / 0HRS DURING TRADING HOURS / OWN AND OPERATE 3 PROPERTIES WITH MINIMAL HOURLY OVERHEAD.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-03-14 |
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