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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-11-07 |
| TX | RA | APPROVED | 2024-11-06 |
Branch Locations
220 Alhambra Circle 10Th Floor, Coral Gables, FL 33134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Credit Agricole Securities (Usa), Inc | New York | NY | 10/2014 | 11/2021 |
| Credit Agricole Corporate And Investment Bank | New York | NY | 11/2018 | 11/2021 |
| Bradesco Investments Inc. | Coral Gables | FL | 11/2021 | 08/2024 |
| Bradesco Bank | Coral Gables | FL | 11/2021 | 08/2024 |
| Bradesco Global Advisor | Miami | FL | 12/2022 | 08/2024 |
| Morgan Stanley Smith Barney Llc | Coral Gables | FL | 11/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 2015-03-02 |
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