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Isaac G. Pomerance

PHCP
MIAMI BEACH, FL 33139
Some features on this profile are disabled
CRD#: 7393654
IP

Professional summary

Isaac Gabriel Pomerance, who also goes by Gavi Pomerance, Isaac Pomerance, is a registered financial professional currently at PHCP, LLC located in Miami Beach, Florida.

Isaac is registered as a RR (Registered Representative) and started their career in finance in 2021. Isaac has worked at 2 firms and has passed the Series 63, Series 79TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Gavi Pomerance | Isaac Pomerance

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Isaac Gabriel Pomerance's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 17, 2023 - Present

PHCP, LLC

Office #1: 2340 Collins Avenue Suite 403, Miami Beach, FL 33139
BD
CRD#: 300729
MIAMI BEACH, FL
Past

October 14, 2021 - December 15, 2022

LOCUST WALK SECURITIES, LLC

BD
CRD#: 156174
BOSTON, MA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(1/17/2023)
RR
Connecticut
(1/17/2023)
RR
Florida
(1/17/2023)
RR
Illinois
(1/17/2023)
RR
Massachusetts
(1/17/2023)
RR
New York
(1/17/2023)
RR
Texas
(1/17/2023)

Exams

State Security Law Exam
RR
Series 63
Date: 11/23/2021
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 10/14/2021
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 6/25/2021
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

PL
PHCP, LLC
PARAGON HEALTH CAPITAL, LLC | PHCP, LLC

CRD#: 300729 / SEC#: , 8-70289

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information

Main Address
2340 Collins Avenue Suite 403, Miami Beach, FL 33139
Mailing Address
2340 Collins Avenue Suite 403, Miami Beach, FL 33139
Phone number
(312) 847-1356
Established
Delaware since 01/14/2019
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (10 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
PARAGON BIOSCIENCES, LLCSOLE MEMBER
IGNALL, EVAN TODDCCO2039007
JIMENEZ, KERENSA KENDALL IRAHACEO4682661
ROMERO, MONIQUE VICTORIAFINOP6712654

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

PHCP, LLC

CRD#: 300729Miami Beach, FL 33139

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