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780 Nw 42Nd Avenue Suite 500, Miami, FL 33126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
Branch Locations
780 Nw 42Nd Avenue Suite 500, Miami, FL 33126 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ocean Bank | Miami | FL | 07/2013 | Present |
| Ocean Financial Services, Llc | Miami | FL | 07/2014 | Present |
| Ocean Financial Advisors Llc | Miami | FL | 03/2019 | Present |
Non-profit; Member of Board of Governors; 06/2016; 2hrs/month Neighborhood Lending Partners; non-investment related; Tampa, FL; Low-income bank housing consortium; Director and Loan Committee Member; 5hrs/month, 5h/month during securities trading hours Ocean Financial Advisors LLC; Investment related; Miami, FL; Advisory Services; Chief Executive Officer; 05/2018; 60hrs/month Ocean Insurance Services; Investment related; Miami FL; Life Insurance Agency; Manager and Agent in Charge; approx. 2 hours/month Ocean Bank; Investment Related; Miami, FL; Banking; EVP & Head of Wealth Management; 07/2023; 160hrs
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-05-05 |
| S66 | Uniform Combined State Law Examination | 2003-06-10 |
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