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18851 Ne 29Th Avenue Suite 400, Aventura, FL 33180 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-12-11 |
Branch Locations
18851 Ne 29Th Avenue Suite 400, Aventura, FL 33180 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Omnia Family Wealth, Llc | Aventura | FL | 07/2024 | Present |
| The Foundation For Defense Of Democracies | Delray Beach | FL | 01/2014 | 07/2024 |
| The Nagen Project | Delray Beach | FL | 01/2022 | 08/2024 |
Square One Labs; Investment Related; Israel, Tel Aviv; Advisory Board; due diligence of the portfolio companies and structure setup; 9/1/2024; 5 hours per month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-22 |
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