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1600 Ponce De Leon Blvd Suite 1000, Coral Gables, FL 33134 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-05-30 |
Branch Locations
1600 Ponce De Leon Blvd Suite 1000, Coral Gables, FL 33134 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Miami | FL | 09/2013 | 05/2023 |
| Ascent Wealth Management | Coral Gables | FL | 04/2023 | Present |
| Pina & Associates | Coral Gables | FL | 08/2014 | 12/2023 |
| Reliable Insurance Solutions, Inc | Coral Gables | FL | 01/2025 | 03/2025 |
| Cjm Insurance Solutions, Inc | Coral Gables | FL | 02/2025 | Present |
Independent Insurance Brokering; MetLife; June 2001/ Standard; June 2007/ Principal; July 2011/ Pacific Life; July 2009/ Progressive Insurance Company; March 2009/ National Life Insurance Company; June 2010/ CIGNA; September 2016/ BrightHouse Life Insurance; June 2022; Term Life, Fixed Annuity/Life Insurance of the Southwest: October 2013/National Life of Vermont: June 2025. Property & Casualty Insurance: VP Reliable Insurance Solutions, Inc: January 2024. CJM Insurance Solutions, Inc; President; Investment related: Yes; 1600 Ponce De Leon Blvd Suite 1000 Coral Gables FL 33134; Responsibilities Duties: Operational; Start date: 2025-02-24; Hours per month devoted to business during trading hours: 10; Hours per month devoted to business outside trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 10%.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-12-27 |
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