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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-14 |
| GA | RA | APPROVED | 2021-07-19 |
Branch Locations
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 |
|---|---|---|---|---|
| Smi Consulting Llc | Miami | FL | 04/2014 | 09/2016 |
| American Airlines Fcu | Miami | FL | 08/2015 | 07/2021 |
| Cetera Investment Services Llc | St Cloud | MN | 07/2015 | 10/2020 |
| Cetera Investment Advisers Llc | Miami | FL | 07/2015 | 10/2020 |
| Lpl Financial Llc | Miami | FL | 10/2020 | 07/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Alpharetta | GA | 07/2021 | Present |
| Bank Of America, N.A. | Alpharetta | GA | 09/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-06-15 |
| S65 | Uniform Investment Adviser Law Examination | 1996-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-30 |
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