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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services | Miami | FL | 02/2020 | 09/2021 |
| Waves Of Hope | Miami | FL | 09/2016 | 01/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Miami | FL | 08/2021 | 08/2024 |
| J.P. Morgan Securities Llc | Boca Raton | FL | 05/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Boca Raton | FL | 05/2025 | Present |
| Unemployed | Miami | FL | 09/2024 | 04/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 2020-06-18 |
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