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50 Venture Valley Ct, Ponte Vedra, FL 32081 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-02-06 |
Branch Locations
50 Venture Valley Ct, Ponte Vedra, FL 32081 • United States
Hollywood, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Caleo Capital N.A. Llc | Aventura | FL | 05/2023 | Present |
| Milanos Kosher | Aventura | FL | 06/2022 | Present |
| Holy Partners Llc | Aventura | FL | 02/2022 | Present |
| Simplyfai Group (Pty) Ltd | Johannesburg | 02/2017 | 05/2019 | |
| Student Brands (Pty Ltd | Johannesburg | 03/2009 | Present |
1. Student Brands Group (Pty)Ltd - Non-Investment Related - 44 Melrose Blvd, Johannesburg S.A. - Marketing Agency - Director - Operations - 2009 - 6 Hours per month - Board Member 2. MH Family Trust - Non-Investment Related - D3 Emfuleni Golf Estate, Johannesburg S.A. - Family Office - Advisor - Protector - 2003 - 4 Hours per month - Advise 3. Bart Limited Partnership - Non-Investment Related - 1145 Papaya Hollywood, U.S.A. - Family Partnership - Advisor - Advisor - 2018 - 1 Hour per month - Advise 4. Bart Group Miami LLC - Non-Investment Related - 20764 West Dixie Highway, Aventura, U.S.A. - Real Estate - Manager - Operations - 2019 - 2 Hours per month - Strategic Direction 5. Holy Partners LLC - Non-Investment Related - 17871 Biscayne Blvd, Aventura, U.S.A. - Retail Franchise - Manager - Buyer - 2022 - 5 Hours per month - Procurement and logistics 6. Milanos Kosher - Non-Investment Related - 19090 NE 29th Ave, Aventura, U.S.A. - Restaurant - Manager - Operations - 2022 - 5 Hours per month - Procurement and logistics 7. Oakstrand Realty Group - Non-Investment Related - 111 2nd Ave NE, Petersburg, U.S.A. - Realtor Group - Realtor - Realtor - 2022 - 1 Hour per month - Open Houses
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-15 |
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