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, Mortgage broker
Completion of the following federal examinations:
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