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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-28 |
Branch Locations
112 East Pecan Street Suite 525, San Antonio, TX 78205 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Coral Gables | FL | 12/2015 | 11/2020 |
| Truist Investment Services, Inc | Atlanta | GA | 10/2021 | 11/2024 |
| Truist Advisory | Atlanta | GA | 10/2021 | 11/2024 |
| Unemployed | San Antonio | TX | 11/2020 | 09/2021 |
| Corient Services Llc | Miami | FL | 12/2024 | Present |
| Corient | San Antonio | TX | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-18 |
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