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501 N Broadway, St Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-07-24 |
| FL | RA | APPROVED | 2023-07-11 |
Branch Locations
2333 Ponce Deleon Boulevard Suite 900, Coral Gables, FL 33134 • 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 |
|---|---|---|---|---|
| Deutsche Bank Securities Inc | Miami | FL | 01/2014 | 09/2016 |
| Raymond James & Associates, Inc. | Miami | FL | 09/2016 | 07/2023 |
| Stifel, Nicolaus & Company, Incorporated | Miami | FL | 07/2023 | Present |
1. WCOR LLC; 2655S LE JUENE ROAD SUITE PH-1C CORAL GABLES FL 33134; Passive Investor in Redbury Hotel; Passive shareholder of the LLC; N/A; 02/01/2022; 2.00hrs/month; Not during securities trading hours; Investment-Related 2. BIG SKY SUMMIT VIEW 403C LLC; 2020 NORTH BAYSHORE DRIVE # 2807 MIAMI FL 33137; Ownership of an apartment unit located in Big Sky, Montana; 100% owner & manager, personal use & short term rentals; 12/01/2023; 5.00hrs/month; Not during securities trading hours; Investment-Related 3. 230 Sunrise # 10 LLC; 2020 North Bayshore Drive # 2807 miami FL 33137; solely to purchase a property in Key Biscayne for potential rental income; sole director; 04/30/2024; 2.00hrs/month; Not during securities trading hours; Investment-Related 4. 230 SUNRISE # 5 LLC; 2020 North Bayshore Dr Apt 2807 Miami FL 33137; owner of an apartment unit 5; sole owner; 01/31/2025; 2 hrs/month; Not during securities trading hours; Investment-Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-11 |
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