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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-05-16 |
| TX | RA | APPROVED | 2023-05-15 |
Branch Locations
1450 Brickell Ave Floors 16, 17 & 18, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Miami | FL | 05/2007 | 06/2019 |
| Jpmorgan Chase Bank, N.A. | Miami | FL | 04/2023 | Present |
| J.P. Morgan Securities Llc | Miami | FL | 04/2023 | Present |
| Unemployed | Key Biscayne | FL | 07/2019 | 03/2023 |
| 155 Ocean Lane #205 Llc | Miami | FL | 07/2012 | Present |
Entity Name: 155 Ocean Lane #205 LLC Investment related: No Address: Miami, FL Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 07/01/2012 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Rental property Rental Property LLC; Yes; Key Biscayne, FL; Rental property; Owner of rental property; 07/2018; 0 hrs devoted to the other business; 0 hrs devoted to the business during securities trading hrs; Owner and manager of rental property.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-21 |
| S65 | Uniform Investment Adviser Law Examination | 2003-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 2002-09-25 |
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