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Current Employers
Greenwood Family Advisors Llc

1395 Brickell Ave Suite 800, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2020-04-06
  • FL RA
    APPROVED
    Since 2020-04-06

Branch Locations

1395 Brickell Ave Suite 800, Miami, FL 33131 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
J P Morgan Securities Inc New York NY 10/2007 05/2019
J.P. Morgan Chase Bank, Na New York NY 11/2016 05/2019
Greenwood Family Advisors Llc Miami FL 06/2019 Present
  • 10/2007 → 05/2019
    J P Morgan Securities Inc
    New York, NY
  • 11/2016 → 05/2019
    J.P. Morgan Chase Bank, Na
    New York, NY
  • 06/2019 → Present
    Miami, FL
Previous Registrations
Other Businesses

Mr. Anllo is a Director of Bay Consultants Inc. since April 2021. Not investment related. Consulting services. President and sole shareholder. 1 hour a month.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-05-17
S63 Uniform Securities Agent State Law Examination 2007-11-28
  • S65 Uniform Investment Adviser Law Examination
    2019-05-17
  • S63 Uniform Securities Agent State Law Examination
    2007-11-28
Other Names
  • Carlos Anllo

View on SEC IAPD

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