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780 Nw 42Nd Avenue Suite 500, Miami, FL 33126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-04-01 |
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 Financial Services, Llc | Miami | FL | 10/2014 | Present |
| Ocean Bank | Miami | FL | 10/2014 | Present |
| Ocean Financial Advisors | Miami | FL | 03/2021 | Present |
Ocean Bank; Investment-related; Miami, FL; Banking; Officer, Investment Product Specialist; 10/2014; 20hr/month Ocean Financial Advisors LLC; Investment-related; Miami, FL; Advisory Services; Financial Advisor; 03/2021; 20hr/month Ocean Insurance Services; Investment related; Miami FL; Life Insurance Agency; 05/2024; Life Insurance Agent; approx. 2 hours/month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-09 |
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