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2500 North Military Trail Suite 316, Boca Raton, FL 33431 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-06 |
Branch Locations
2500 North Military Trail Suite 316, Boca Raton, FL 33431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Kornerstone Group | Saint Petersburg | FL | 06/2018 | Present |
| Self-Employed | Saint Petersburg | FL | 09/2018 | 09/2021 |
| Tcw Global | San Diego | CA | 08/2011 | 09/2018 |
| Belpointe Asset Management, Llc | Reno | NV | 08/2023 | Present |
| Alpha Zero Llc | Boca Raton | FL | 09/2025 | Present |
1. Sales of Fixed Insurance Products, same address as branch, investment related, sales of fixed insurance products, salesperson, 150 hours per month during trading hours. 2. Agent for athletes; Investment-related; St. Petersburg, FL; Agent; Working with athletes in various capacities as an agent; Since 01/2024; 12 hours per month, 6 during trading hours. 3. The Kornerstone Group, investment related, St. Petersburg, FL, Boxing manager, media, promotions, and commentator, since 01/2024, 20 hours per month, 10 hours per month during trading hours. This is also the same marketing name (DBA) that this advisor uses for investment advisory services. 4. The Kornerstone Group, investment related, St. Petersburg, FL, Health Insurance Benefits Consulting, owner, since 01/2025, 6 hours per month, 6 hours per month during trading hours. This is also the same marketing name (DBA) that this advisor uses for investment advisory services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-22 |
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