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American International Plaza 250 Ave. Muñoz Rivera, Suite 1420, San Juan, PR 00918 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-03-22 |
| FL | RA | APPROVED | 2023-03-21 |
Branch Locations
1200 Brickell Ave., Suite 1680, Miami, FL 33131 • United States
American International Plaza 250 Ave. Muñoz Rivera, Suite 1420, San Juan, PR 00918 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed | Miami | FL | 01/2013 | 08/2017 |
| Portfolio Resources Group Inc. | Miami | FL | 08/2017 | 01/2018 |
| Wells Fargo Clearing Services, Llc | Miami | FL | 08/2020 | 03/2021 |
| Santander Private Bank | Miami | FL | 01/2018 | 08/2020 |
| Raymond James Associates | Miami | FL | 03/2021 | 02/2023 |
| Trade Bridge Capital Llc | Miami | FL | 02/2023 | Present |
| Consultiva Wealth Management Corp | Miami | FL | 02/2023 | Present |
Name of Business: ALEALAED INVESTMENTS LLC Address: 7445 SW 144th TER, Palmetto Bay, FL, 33158, United States Activity Type: Rental Real Estate Position/Title: None Investment Related: No Start Date: 08/02/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Spouse is owner of rental property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-03 |
| S65 | Uniform Investment Adviser Law Examination | 2010-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 2005-04-28 |
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