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1450 Brickell Avenue Suite 2850, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-08-02 |
Branch Locations
2855 S. Le Jeune Road, 1St. Floor, 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 |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Los Angeles | CA | 10/2010 | 08/2022 |
| J.P. Morgan Securities Llc | Los Angeles | CA | 10/2008 | 08/2022 |
| Bci Securities | Miami | FL | 07/2023 | Present |
| Homemaker | Los Angeles | CA | 09/2022 | 06/2023 |
CNB Banker, firm under common control. 30 hours, 07/2023.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-05 |
| S63 | Uniform Securities Agent State Law Examination | 2011-02-07 |
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