Overview

Our firm was founded in January 2018. I am a former Morgan Stanley and Raymond James Financial Adviser. Due to many changes in the wire house firms I made a prudent decision to go independent. We use BNY Pershing as custodian. 65% of our clients are offshore primarily in Latin America and the Caribbean. We are looking to grow our domestic (USA) business. We look to expand on fee based/advisory fee accounts.

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6 months or more

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