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1110 Brickell Avenue Suite 210-A, Miami, FL 33131-3136 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-02-14 |
| TX | RA | APPROVED | 2022-02-09 |
Branch Locations
1110 Brickell Avenue Suite 210-A, Miami, FL 33131-3136 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bbo Financial Services | Caracas | 06/2006 | 06/2018 | |
| Portfolio Resources Group, Inc. | Miami | FL | 09/2016 | 02/2020 |
| Lifeinvest Asset Management | Ciudad De Panama | 05/2018 | 02/2020 | |
| Portfolio Resources Group, Inc. | Coral Gables | FL | 02/2022 | Present |
| Lifeinvest Wealth Management Ltd | Miami | FL | 05/2022 | Present |
| Fivestation Llc | Miami | FL | 10/2015 | Present |
1. Fivestation LLC, A transportation Company, Miami, Florida, Since October 2015, Director. 2. LifeInvest Wealth Management LLC, Start date 05/2022. 120 hrs per month, 1110 Brickell Ave, Suite 210A, Miami, Florida 33131. 3. HERE AND NOW MANAGEMENT CORP, a management company, located in Doral, FL 3318, not investment related, 5 hrs per month, 2 hrs during trading hrs per month, starting 06/01/2023, position held owner and administrator, no compensation received. 4. Portfolio Resources Group, Inc., broker dealer, Registered Representative, 4000 Ponce De Leon Blvd, Ste 670, Coral Gables, FL 33146, start date February 2022, 20 hrs. per month. 5. Commission on the Status of Women City of Doral, 8401 NW 53rd Terrace 2nd floor, Doral, FL 33166. Nature: City of Doral, Not investment related. 1 hour per month, 0 hours per month trading, start 01/01/2026, position Alternate Member, No Compensation. Duties Attending commission meetings and staying informed about ongoing initiatives and discussions. Participating in discussions and providing input on matters affecting women in the community. Serving in place of a regular member when they are absent, including voting and helping establish a quorum when authorized. Supporting community outreach efforts, events, research projects, and special initiatives sponsored by the commission. Serving on committees or working groups as assigned. The Commission on the Status of Women generally focuses on: Promoting economic, social, and civic opportunities for women. Identifying issues and challenges affecting women in the community. Advising the City Council and city administration on matters related to women's status and advancement. Recommending programs, policies, and initiatives that encourage greater participation, leadership, and opportunities for women.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-27 |
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