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200 S. Biscayne Blvd Suite 2200, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-08-01 |
Branch Locations
200 S. Biscayne Blvd. Suite 2200, Miami, FL 33131 • USA
200 S. Biscayne Blvd Suite 2200, Miami, FL 33131 • United States
200 S. Biscayne Blvd. Suite 2200, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs International Inc | New York | NY | 08/2008 | 06/2019 |
| Ubs Financial Services Inc. | New York | NY | 01/2010 | 06/2019 |
| Deutsche Bank Securities, Inc. | New York | NY | 06/2019 | 07/2023 |
| Deutsche Bank Securities Inc | Miami | FL | 07/2023 | 04/2024 |
| Itau International Securities | Miami | FL | 06/2024 | Present |
I am an Investor for Banco Itau International (BII) located at 200 S. Biscayne Blvd, Suite 2200, Miami, FL 33131. It is a US Edge Act banking entity and affiliate of Itau International Securities (IIS). Their website is www.ITAUPRIVATEBANK.COM. I advise clients in Equities, FX, Mutual Funds, NDFs, Structured Notes, and OTC Options for clients of mentioned entity. Compensation is based on salary and annual bonus paid by IIS. I spend approximately 5 hours per week devoted to it during normal business hours (8am to 5pm).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-01-17 |
| S66 | Uniform Combined State Law Examination | 2008-10-04 |
| S63 | Uniform Securities Agent State Law Examination | 2006-09-22 |
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