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540 Madison Ave. 9Th Floor, New York, NY 10022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-05 |
| FL | RA | APPROVED | 2025-01-01 |
Branch Locations
One Alhambra Plaza Suite1130, Coral Gables, FL 33134 • United States
540 Madison Ave. 9Th Floor, New York, NY 10022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Miami | FL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Miami | FL | 11/2016 | 02/2021 |
| Snowden Lane Partners | Coral Gable | FL | 03/2021 | Present |
Autisum Speaks; Board Member 2/2022; Fundraising activities; non-investment related; no compensation; 2 hours per month not during trading time.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-11-27 |
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