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7981 Waterfield Avenue, Orlando, FL 32832 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Xp Securities Llc | Miami | FL | 08/2017 | 10/2017 |
| Lifetime Investimentos | Sao Paulo | 01/2017 | 07/2017 | |
| Pga Tour Inc | Worlwide | 06/2012 | 12/2016 | |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Coral Gables | FL | 11/2017 | 07/2020 |
| Brasil Plural Investment Advisor Llc | Miami | FL | 01/2024 | 04/2026 |
| Be You & Beyond Inc. | Orlando | FL | 08/2020 | Present |
| Isf Global Capital Inc. D/B/A Velaris Wealth Management | Orlando | FL | 03/2026 | Present |
BE YOU & BEYOND INC. , ORLANDO, FLORIDA, POSITION IS DIRECTOR, NATURE OF BUSINESS - FINANCIAL EDUCATION, JOB IS TO CREATE CONTENT, RECORD, MANAGE TEAM, TEACH COURSES AND RESPOND TO STUDENTS. SPEND 60 HOURS A MONTH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-14 |
| S65 | Uniform Investment Adviser Law Examination | 2023-11-14 |
| S66 | Uniform Combined State Law Examination | 2017-11-08 |
| S66 | Uniform Combined State Law Examination | 2017-11-08 |
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