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2385 Nw Executive Center Dr. Suite 100, Boca Raton, FL 33431 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
Branch Locations
2385 Nw Executive Center Dr. Suite 100, Boca Raton, FL 33431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alliance Bernstein L.P. | Miami | FL | 02/2018 | 07/2019 |
| Bessemer Trust | Miami | FL | 02/2015 | 02/2018 |
| Venturemfo Llc | Miami | FL | 06/2019 | Present |
| Sanford C. Bernstein & Co., Llc | Miami | FL | 06/2018 | 07/2019 |
VentureMFO LLC; Investment related; 2385 NW Executive Center Dr., Suite 100, Boca Raton, FL 33431; Investment Advisor and Certified Public Accountant; Start: 5/1/2019; 20 hrs/week devoted to CPA services.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-06-25 |
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