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2990 Ponce De Leon Blvd Suite 202, Coral Gables, FL 33134 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
Branch Locations
2990 Ponce De Leon Blvd Suite 202, Coral Gables, FL 33134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Western International Securities, Inc | Pasadena | CA | 10/2006 | 10/2018 |
| Loyola Asset Management Llc (153255) | Miami | FL | 05/2010 | Present |
| Private Client Services Llc | Coral Gables | FL | 10/2018 | 07/2020 |
1. MANRESA HOLDINGS - CO-OWNER, NOT INVESTMENT RELATED; HOLDS PASSIVE REAL ESTATE INVESTMENT, LESS THAN 2 HRS/MONTH 2. GENTLE BREEZE LIMITED- CO-OWNER, NOT INVESTMENT RELATED; HOLDS PASSIVE REAL ESTATE INVESTMENT, LESS THAN 2 HRS/MONTH
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-07-19 |
| S63 | Uniform Securities Agent State Law Examination | 1992-10-19 |
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