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Account
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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-01-24 |
| TX | RA | APPROVED | 2023-01-23 |
Branch Locations
1450 Brickell Ave, Miami, FL 33131 • United States
4101 Ponce De Leon Blvd, Coral Gables, FL 33146 • United States
3015 Grand Ave, Miami, FL 33133 • United States
1230 Sw 2Nd Ave, Miami, FL 33130 • United States
1300 Ponce De Leon, Coral Gables, FL 33134 • United States
320 Crandon Blvd, Key Biscayne, FL 33149 • United States
2000 Sw 57Th Ave, Miami, FL 33155 • United States
2740 Coral Way, Coral Gables, FL 33145 • United States
150 Se 2Nd Ave, Miami, FL 33131 • United States
80 Sw 8Th Street, Suite 100, Miami, FL 33130 • United States
801 Sw 27Th Ave, Miami, FL 33135 • United States
355 Alhambra Circle, Coral Gables, FL 33134 • United States
2209 Sw 37Th Ave, Miami, FL 33145 • United States
3700 W Flagler St, Miami, FL 33134 • United States
1901 Sw 8Th Street, Miami, FL 33135 • United States
200 S Pine Island Rd. Fl 2 Ste 201, Plantation, FL 33324 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prudent Inestimentos | Sao Paulo | 11/2015 | 03/2018 | |
| Great Point Advisors Llc | Miami | FL | 06/2017 | 01/2018 |
| Axa Advisors, Llc | New York | NY | 01/2018 | 02/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Lauderdale | FL | 04/2018 | 01/2023 |
| Plurall Group Llc | Miami | FL | 09/2016 | 09/2017 |
| J.P. Morgan Securities Llc | Plantation | FL | 01/2023 | Present |
| Equitable Financial Life Insurance Co. | New York | NY | 01/2018 | 02/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-12-12 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-22 |
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