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1441 Brickell Avenue Suite 1430, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-12-02 |
Branch Locations
601 Brickell Key Drive Suite 743, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hsbc Bank Usa | New York City | NY | 06/2006 | 03/2018 |
| Ucap Securities Llc | Miami | FL | 03/2018 | 03/2020 |
| Ucap Asset Management Llc | Miami | FL | 06/2018 | 03/2020 |
| Cg Compass (Usa) Llc | New York | NY | 04/2020 | Present |
| Compass Group Investments Solutions Llc | Miami | FL | 04/2020 | Present |
Compass Group Investments Solutions LLC; Investment related; 600 Brickell Key Dr., Ste 742; Registered Investment Advisor; 4/1/2020; 150 hrs per month; 7.5 hs during trading; Manage relationshups with clients and provide them with investment advice regarding their assets and strategies.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 2003-08-16 |
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