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2811 Ponce De Leon Blvd Suite 840, Coral Gables, FL 33134 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-30 |
Branch Locations
2811 Ponce De Leon Blvd Suite 840, Coral Gables, FL 33134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lsf Capital | Fort Lauderdale | FL | 06/2024 | 05/2025 |
| Northwestern Mutual | Fort Lauderdale | FL | 05/2024 | 06/2024 |
| Olive Garden | Tallahassee | FL | 10/2022 | 05/2025 |
| Lago Mar Country Club | Plantation | FL | 02/2020 | 08/2022 |
| Florida State University | Tallahassee | FL | 08/2021 | 05/2025 |
| South Plantation High School | Plantation | FL | 08/2017 | 05/2021 |
| Seminole Middle School | Plantation | FL | 08/2014 | 05/2017 |
| W.E. Family Offices Llc | Coral Gables | FL | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-06 |
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