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66 Husdson Boulevard East, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2026-03-10 |
| ND | RA | APPROVED | 2026-03-09 |
| GA | RA | APPROVED | 2026-03-03 |
| LA | RA | APPROVED | 2026-03-02 |
| NE | RA | APPROVED | 2026-03-02 |
| NM | RA | APPROVED | 2026-03-02 |
| VI | RA | APPROVED | 2026-03-02 |
| AL | RA | APPROVED | 2026-02-27 |
| AK | RA | APPROVED | 2026-02-27 |
| IA | RA | APPROVED | 2026-02-27 |
| KS | RA | APPROVED | 2026-02-27 |
| ME | RA | APPROVED | 2026-02-27 |
| MD | RA | APPROVED | 2026-02-27 |
| MN | RA | APPROVED | 2026-02-27 |
| MT | RA | APPROVED | 2026-02-27 |
| NC | RA | APPROVED | 2026-02-27 |
| PR | RA | APPROVED | 2026-02-27 |
| TX | RA | APPROVED | 2026-02-27 |
| UT | RA | APPROVED | 2026-02-27 |
| NJ | RA | APPROVED | 2025-08-27 |
| DE | RA | APPROVED | 2025-08-26 |
| FL | RA | APPROVED | 2025-04-08 |
| NY | RA | APPROVED | 2025-04-07 |
Branch Locations
1441 Brickell Avenue, 16Th Floor, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hsbc Bank Usa, N.A. | Miami | FL | 01/2025 | Present |
| Hsbc Securities (Usa) Inc | Miami | FL | 02/2025 | Present |
| We Family Offices | Miami | FL | 03/2016 | 10/2017 |
| Fiduciary Trust International | Coral Gables | FL | 10/2017 | 11/2018 |
| Semiretired/Extended Travel | Bal Harbour | FL | 04/2024 | 01/2025 |
| Miami Electric Masters | Miami | FL | 08/2019 | 03/2024 |
| Semiretired/Extended Travel | Bal Harbour | FL | 12/2018 | 07/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-06 |
| S65 | Uniform Investment Adviser Law Examination | 2016-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 2001-01-29 |
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