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777 Brickell Avenue Suite 1201, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-03-04 |
Branch Locations
777 Brickell Avenue Suite 1201, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Credit Agricole Private Banking | Miami | FL | 12/2011 | 09/2016 |
| Efg Capital International | Miami | FL | 09/2016 | 04/2019 |
| Safra National Bank Of New York | New York | NY | 05/2019 | 02/2022 |
| Creand Securities | Miami | FL | 02/2022 | Present |
Serve as Sr. Financial Advisor for affiliate RIA, Creand Management (CRD No. 154894). Time allocated proportionately between Creand Securities and Creand Management.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-10 |
| S65 | Uniform Investment Adviser Law Examination | 2004-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 2003-06-05 |
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