Investment Background
B.B.A., University of Miami, 1968 major: Finance

Airline Pilot Investment Group, Inc.
Registered Investment Advisor

Commodity Trading Advisor (CTA)

Registered Representative

Insurance agent: life, health, disability, variable annuities
Real estate salesmen

Completion of the following federal examinations:

• series 65 Uniform Investment Adviser
• series 63 Uniform Securities Agent
• series 7 General Securities Representative
• series 24 General Securities Principal
• series 3 National Commodity Futures
• series 30 Branch Office Managers

Member
International Association of Financial Planners
South Florida Society of the Institute of Certified Financial Planners
Estate Planning Counsel of Broward County, Florida
Managed Futures Association
Market Technicians Association -Affiliate
Offshore Institute
The National Association of Life Underwriters

Legal Background
J.D., Florida State, 1972
Admitted to the Florida Bar: 1972

Admitted to practice before:
U.S. Tax Court, U.S. District Court for the Southern District of Florida, Trial Bar, U.S. Court of Appeals for the 11th Circuit, U.S. Court of Claims, U.S. Supreme Court, Supreme Court Ohio (inactive), Supreme Court Virginia (inactive), District of Columbia Court of Appeals, U.S. Court of International Trade, U.S. Customs Court

Member: Florida Bar International Law Section, Broward Bar Association, Past Chairman Elder Law Committee, Lawyer Pilots Bar Association, National Academy of Elder Law Attorneys, Mensa, Airline Pilots Association (ALPA)

Minimum assets one million dollars.

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