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222 Lakeview Ave Suite 800, West Palm Beach, FL 33401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-07-26 |
Branch Locations
222 Lakeview Ave Suite 800, West Palm Beach, FL 33401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Isgam Us Llc | Miami | FL | 07/2024 | Present |
| Bank Syz Sa | Geneva | 08/2015 | 09/2017 | |
| Global Private Client Solutions Sarl | Rolle | 05/2018 | Present | |
| Isgam Ag | Zurich | 05/2018 | Present | |
| Self-Employed | Zurich | 10/2017 | 05/2018 |
1) ISGAM AG - Investment Related, Address: Beethovenstrasse 48, Zurich CH-8002, Switzerland, Nature of Business: Portfolio Manager, Asset Management and Financial Planning, Position: Business Development Manager and Financial Planner: Start Date: May 2018 - Present and adding Partner Position with the firm as of January 2020 - Present, Duties: Development of the business via recruitment, training and compliance related functions. 18-20 hours devoted to business per month, 0 hours devoted during securities trading hours. 2) Global Private Client Solutions Sarl - Non-Investment Related, Address: Chemin des Pepinieres 2, Rolle CH-1180, Switzerland, Nature of Business: Consultancy Firm which introduces high net worth individuals and firms to service and product providers. Start Date: 5/2018 to Present, Position: Director, Duties: Sole Shareholder, 23-25 hours devoted to business per month, 0 hours devoted during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-17 |
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