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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-09-21 |
| TX | RA | APPROVED_RES | 2018-09-21 |
Branch Locations
3825 Pga Blvd 8Th And 9Th Floor, Palm Beach Gardens, FL 33410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Palm Beach Gardens | FL | 04/2009 | 09/2018 |
| Bank Of America,Na | Palm Beach Gardens | FL | 04/2009 | 09/2018 |
| Jpmorgan Chase Bank, N.A. | Palm Beach Gardens | FL | 09/2018 | Present |
| Jpmorgan Securities, Llc. | Palm Beach Gardens | FL | 09/2018 | Present |
| Burns Re Holdings Ii Llc | Jensen Beach | FL | 08/2012 | Present |
| Burns Re Holdings I Llc | West Palm Beach | FL | 08/2012 | Present |
| 1016 S 1St St Llc | Las Vegas | NV | 10/2012 | 09/2020 |
| Wand Synthesis Ai, Inc. | Santa Clara | CA | 04/2024 | Present |
Entity Name: Wand Synthesis AI, Inc. Investment related: No Address:Wand.ai Santa Clara, CA Nature of the other business: AI Position/ Title/ Relationship: Owner / Partner Start Date: Apr 29, 2024 Approximate # of hours a month: 0 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Investment Entity Name: Congruity Group, Inc. - RFE Investment related: No "Address: Winston-Salem, NC, 27101" Nature of the other business: Human Resources Position/Title/Relationship: Owner/Partner Start Date: 04/15/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: PEO - HR services and payroll. I will not have a role with the organization. RFE is the private equity firm offering this friends and family investment round." Entity Name: BURNS RE HOLDINGS I LLC Investment related: Yes Address: 840 West Palm Beach, FL Nature of the other business: Family owned LLC to hold rental property Position/Title/Relationship: Investor & Managing Member Start Date: 17-Aug-2012 Approximate # of hours a month: 1 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Collecting rent and managing property Entity Name: BURNS RE HOLDINGS II LLC Investment related: Yes Address: 140 Jensen Beach, FL Nature of the other business: Family owned LLC to hold rental property Position/Title/Relationship: Investor & Managing Member Start Date: 17-Aug-2012 Approximate # of hours a month: 1 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Collecting rent and managing property
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 1989-03-13 |
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