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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-11-01 |
| FL | RA | APPROVED | 2021-10-20 |
Branch Locations
2333 Ponce De Leon Blvd. Suite 500, Coral Gables, FL 33134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Miami | FL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Miami | FL | 11/2016 | 10/2021 |
| Raymond James & Associates, Inc | Coral Gables | FL | 10/2021 | Present |
(1)Name of Business: Address: 11100 SW 60th avenue, Miami, FL, 33156, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 05/31/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: none, our son will live the apartment and pay a small rent (2)Name of Business: Address: 11100 SW 60 avenue, Pinecrest, FL, 33156, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 04/28/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: collect rent, pay taxes and condo fees as well as maintain the property (3)Name of Business: Cuttler Bay Address: 11100 SW 60 avenue, Miami, FL, 33156, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 12/17/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (4)Name of Business: Migson Ltd. Address: 11100 SW 60 avenue, Miami, FL, 33156, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 08/08/2006 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Partner's responsibilities (5)Name of Business: Torvi LLC Address: 11100 SW 60 avenue, Miami, FL, 33156, United States Activity Type: Rental Real Estate Position/Title: Partner, Owner/Proprietor Investment Related: Yes Start Date: 06/11/2013 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am the co owner therefore I have owner's responsibilities
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-12 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-23 |
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