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2665 S Bayshore Drive Suite 440, Miami, FL 33133 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-06-16 |
| PR | RA | APPROVED | 2024-06-04 |
Branch Locations
2665 S Bayshore Drive Suite 440, Miami, FL 33133 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs International Inc | Coral Gables | FL | 10/2015 | 04/2020 |
| Jpmorgan Chase Bank Na | Miami | FL | 04/2020 | 04/2024 |
| Jpmorgan Securities Llc | Miami | FL | 04/2020 | 04/2024 |
| Cv Invest Ii Llc | Miami | FL | 04/2020 | Present |
| Tiempo Capital Partners | Miami | FL | 05/2024 | Present |
| Carmen Consulting Group | Pinecrest | FL | 03/2024 | Present |
1) CV INVEST HOLDINGS LLC; INVESTMENT RELATED; 3780 CRAWFORD AVE, MIAMI, FL 33133; REAL ESTATE OWNER; MEMBER; 12/2018; APPROX. 2 HOURS PER MONTH DURING NON-TRADING HOURS; PARTIAL OWNER OF RENTAL PROPERTY AND RESPONSIBLE FOR LEASE MANAGEMENT AND TAXES. 2) CARMEN CONSULTING GROUP INC.; NON-INVESTMENT RELATED; 6520 SW 134TH DR., PINECREST, FL 33156; PRESIDENT; CONSULTING COMPANY; PRESIDENT; 03/2024; APPROX. 10 HOURS PER MONTH DURING TRADING AND NON-TRADING HOURS; CONSULTANT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-27 |
| S66 | Uniform Combined State Law Examination | 2015-12-04 |
| S63 | Uniform Securities Agent State Law Examination | 2005-11-22 |
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