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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-04-28 |
| FL | RA | APPROVED | 2022-04-19 |
Branch Locations
355 Alhambra Cir Florida Pwm Cg Ii, Coral Gables, FL 33134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup | Miami | FL | 12/2009 | 04/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Coral Gables | FL | 04/2022 | Present |
| Bank Of America, N.A. | Coral Gables | FL | 05/2022 | Present |
I*839268 For profit or not for profit: Entity For Profit Name: Ferrer Family PE Holding LLC Investment related: N Address of business: Miami, Florida, 33143 Nature of business: LC Position: General Partner/Managing Member, Start date: 7/8/21 Hours devoted: 2 hrs Mthly Hours devoted during trading: 0 Duties: LLC that was established solely to own private equity investments. Established as part of our Estate Planning. Owned equally by my Trust and my wife's Trust I*835479 For profit or not for profit: Entity For Profit Name: Mockingbird FF1 LLC Investment related: N Address: Coral Gables, Florida, 33146 Nature of business: LLC Position: Owner, Start date: 2/4/22 Hours devoted: 1 hr Mthly Hours devoted during trading: 0 Duties: Passive investor role - the entity will own a single asset which is a private equity investment in two Venture Capital Funds I*893310 For profit or not for profit: Entity For Profit Name: AVJ-MIH, LLC Investment related: N Address: Miami, Florida, 33176 Nature of business: LLC Position: Owner, Start date: 5/16/20 Hours devoted: 1 hr Yearly Hours devoted during trading: 0 Duties: Equity owner (50%). Passive Private Equity Investment I*1547299 For profit or not for profit: Entity For Profit Name: Spizfer Holdings, LLC Investment related: N Address: Coral Gables, Florida, 33134 Nature of business: LLC Position: Owner, Start date: 9/5/17 Hours devoted: 0 Hours devoted during trading:0 Duties: Private Equity Investments Company I*1970338Entity For Profit Name: C F Home LLC Address: Marietta, South Carolina, 29661 Investment Related: No Position: Owner Start Date: 10/18/24 Hours: 1 Hours during trading: 0 Duties: 50% owner of this second home. We may rent it in the future. Not yet decided on that I*835479, Entity Type, For Profit Name: Mockingbird FF1 LLC Address: Coral Gables,FL,33146 Investment Related: No, Position: Owner Start Date:02/04/22 Hours: 1 MTHLY Hours during trading: 0 Duties: Passive investor role - the entity will own a single asset which is a private equity investment in two Venture Capital Funds I*: 870257Entity Type: CharitableName of OBA: Voices For Children FoundationAddress: Miami, FL 33136Investment Related: NoPosition, Title, Association: DirectorEmployee Start Date: 03/13/2013Number of Hours: 2 hrs mthlyNumber of Hours during trading: 1 hr mthly Duties: Voices For Children supports the needs of kids in the Foster Care system by supporting the Guardian at Litum program that strives to provide a Guardian for each child that is in the system in Dade County.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-07-19 |
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