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Fiori Financial Group CRD 318641
$567M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
205 South East 20Th St, Fort Lauderdale, FL 33316 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-12-16 |
Branch Locations
205 South East 20Th St, Fort Lauderdale, FL 33316 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Noeline Consulting, Inc. | Davie | FL | 02/2016 | 02/2017 |
| Investacorp Inc | Miami | FL | 04/2016 | 07/2020 |
| Securities America, Inc. | Miami | FL | 07/2020 | 11/2021 |
| Raymond James Financial Services, Inc. | Fort Lauderdale | FL | 11/2021 | 12/2022 |
| Raymond James Financial Services Advisors, Inc. | Fort Lauderdale | FL | 11/2021 | 12/2022 |
| Fiori Financial Group | Fort Lauderdale | FL | 10/2021 | Present |
| Ffg Partners, Llc D/B/A Fiori Financial Group | Fort Lauderdale | FL | 12/2022 | Present |
(1)Name of Business: FFG Partners, LLC DBA Fiori Financial Group | Address: 205 SE 20th St, Fort Lauderdale, FL, 33316, United States | Activity Type: RIA | Position/Title: Senior Client Liaison and Investment Adviser Representative | Investment Related: Yes | Start Date: 12/2022 Hours per month devoted to this business: 160 Hours per month devoted to this business | Hours during trading hours: 160 Description of duties: Client Liaison and Investment Adviser Representative. (2)Name of Business: Non-variable insurance | Address: 205 SE 20th St, Fort Lauderdale, FL, 33316, USA | Activity Type: Non-variable Insurance | Position/Title: Insurance Agent | Investment Related: Yes | Start Date: 11/2021 | Hours per month devoted to this business: 2-10 Hours per month devoted to this business | Hours during trading hours: 2-10 | Description of duties: Sales of non-variable insurance with individual clients. (3)Name of Business: Roarin' Vacation and Tours | Address: 9931 SW 23rd St, Davie, FL 33324, USA | Activity Type: Travel| Position/Title: Travel Agent| Investment Related: No | Start Date: 09/2021 Hours per month devoted to this business: 10 Hours per month devoted to this business | Hours during trading hours: 0 | Description of duties: Independent travel agent affiliated with an outside host agency, Archer Travel.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-03 |
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