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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-03-01 |
| TX | RA | APPROVED | 2022-02-28 |
Branch Locations
355 Alhambra Cir Florida Pwm Cg Ii, Coral Gables, FL 33134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Miami | FL | 04/2016 | 10/2020 |
| Citigroup | Miami | FL | 10/2020 | 02/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Coral Gables | FL | 02/2022 | Present |
| Bank Of America, N.A. | Coral Gables | FL | 02/2022 | Present |
I*1921282, Entity Type, Entity Charitable, Name of OBA: Miami Springs Seventh-day Adventist Church, Address: Miami Springs, FL, 33166, Investment Related: No, Position, Title, Association: Committee, Employee Start Date: 07/16/2024, No Hours: 6hrs/Annually, No Hours during trading: 0, Duties: The Miami Springs Seventh-day Adventist Church is a religious institution. I have been asked to be a member of the church's finance committee. I would be one of five committee members. The members are charged by the church board to review and opine on various items affecting the church's finances. The committee's powers are limited to recommendations to the board who is the decision making body of the church. I would not have unilateral decision making powers nor would I have any authority over any of the church's account.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-06-13 |
| S63 | Uniform Securities Agent State Law Examination | 2004-05-25 |
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