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220 Alhambra Circle 2Nd Floor, Coral Gables, FL 33134 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-24 |
Branch Locations
220 Alhambra Circle 2Nd Floor, Coral Gables, FL 33134 • United States
220 Alhambra Circle 2Nd Floor, Coral Gables, FL 33134 • United States
Westlake, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| City National Bank Of Florida | Aventura | FL | 09/2012 | 04/2019 |
| First Horizon Bank | Plantation | FL | 05/2019 | 02/2024 |
| Amerant Bank | Coral Gables | FL | 03/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-29 |
| S65 | Uniform Investment Adviser Law Examination | 2007-02-13 |
| S63 | Uniform Securities Agent State Law Examination | 2004-02-20 |
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