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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-06 |
Branch Locations
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
8400 Nw 36Th St Suite 450, Dora, FL 33166 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ae Wealth Management, Llc | Topeka | KS | 01/2017 | 07/2018 |
| Senior Advisor Corporation | Miami | FL | 04/2014 | 08/2020 |
| Wellcare Healthplans | Miami Gardens | FL | 06/2014 | 04/2018 |
| Dream Cap, Llc | Doral | FL | 07/2016 | Present |
| Wealth Watch Advisors | Englewood | CO | 07/2018 | 10/2019 |
| Simplicity Wealth, Llc | Summit | NJ | 10/2019 | 09/2024 |
| Komit Llc | Miami | FL | 05/2020 | Present |
| Foundations Investment Advisors, Llc | Dora | FL | 09/2024 | Present |
1) PNC PRIVATE CAPITAL; NON-INVESTMENT-RELATED; 3785 NW 82ND AVE, DORAL, FL 33166; LICENSED INSURANCE AGENT; APPROX. 0 HOURS/MONTH DURING TRADING HOURS. SERVES AS CONSULTING ADVISOR AND LOAN ORIGINATOR. 2) KOMIT LLC; NOT INVESTMENT-RELATED; 9740 NW 10TH TER, MIAMI, FL 33172; LUXURY CAR RENTAL; PRESIDENT; 05/2020; APPROX. 0 HOURS/MONTH DURING TRADING HOURS; RENTS LUXURY CARS 3) PEOPLES TRUST INSURANCE; NOT INVESTMENT RELATED; 13200 SW 128ST UNIT E4 MIAMI, FL 33186; INSURANCE AGENT PROPERTY AND CASUALTY AGENT; 10HRS/MONTH; PROCESSES SALES OF INSURANCE 4) DREAM CAP, LLC; INVESTMENT-RELATED; 8400 NW 36TH ST SUITE 450 DORAL, FL 33166; NON-LEGAL ESTATE PLANNING ADMINISTRATIVE SERVICES USING 3RD PARTY ESTATE GURU;DUTIES INCLUDE NON-LEGAL SERVICES TO ASSIST CLIENTS WITH DOCUMENT ORGANIZATION, DATA ENTRY, AND PLATFORM NAVIGATION RELATED TO ESTATE PLANNING SOFTWARE.; START DATE: 07/28/2025; 10 HRS/MONTH DEVOTED TO OTHER BUSINESS DURING SECURITIES TRADING HOURS. 5) RESOLUTION INSURANCE DBA PANEL INSURANCE; NON-INVESTMENT RELATED; 3785 NW 82ND AVE SUITE 201, MIAMI, FL 33166; PROPERTY & INSURANCE POLICIES; MANAGING PARTNER; START DATE: 05/29/2025; 10 HRS/MONTH DEVOTED TO OTHER BUSINESS; OFFERS PROPERTY AND CASUALTY INSURANCE COVERAGE THAT HELPS PROTECT ASSETS, INCLUDING PROPERTY OWNED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-08-06 |
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