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4000 Ponce De Leon Blvd Ste 670, Coral Gables, FL 33146 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-05-14 |
| FL | RA | APPROVED | 2008-01-04 |
Branch Locations
4000 Ponce De Leon Blvd Ste 670, Coral Gables, FL 33146 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Portfolio Resources Group, Inc. | Coral Gables | FL | 11/1992 | Present |
| Portfolio Resources Advisor Group, Inc. | Coral Gables | FL | 04/2007 | Present |
(1) "Portfolio Resources Advisor Group, Inc. affiliate of Portfolio Resources Group", is Investment Related, 4000 Ponce De Leon Blvd, Ste 670, Coral Gables, FL 33146, An Investment Advisor, President,1/4/2008,80 hours per month,80 hours per month during trading hours, Other Compensation, salary and management fees, duties: supervision, portfolio management, administrative, compliance. (2) Investment Resources Int'l Inc, a Portfolio Resources Affiliate, is Not Investment Related,800 Brickell Ave Suite 903 Miami FL 33131, Human Resources / Administration, President of the Board,8/1/1991,2 hours per month,0 hours per month during trading hours, Salary Compensation, Providing administrative services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-03-17 |
| S63 | Uniform Securities Agent State Law Examination | 1987-05-29 |
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