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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-27 |
| TX | RA | APPROVED | 2025-03-06 |
Branch Locations
1450 Brickell Ave Floors 16, 17 & 18, Miami, FL 33131 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services, Inc. | Key Biscayne | FL | 06/2015 | 11/2019 |
| Suntrust Bank | Key Biscayne | FL | 06/2015 | 11/2019 |
| Suntrust Advisory Services | Key Biscayne | FL | 09/2016 | 11/2019 |
| Jpmorgan Chase Bank, N.A. | Miami | FL | 11/2019 | Present |
| J.P. Morgan Securities Llc | Miami | FL | 11/2019 | Present |
| Key Biscayne Field Hockey Llc | Key Biscayne | FL | 11/2019 | Present |
Entity Name: Key Biscayne Field Hockey LLC Investment related: No Address: Key Biscayne, Fl Nature of the other business: Youth field hockey program. Position/Title/Relationship: Director Start Date: 15-Nov-2019 Approximate # of hours a month: 16 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I'm the director of the program coordinating tournaments, coaches and season league and I coach the under 12 team.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-05 |
| S66 | Uniform Combined State Law Examination | 2004-10-19 |
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