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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-05-19 |
| TX | RA | APPROVED | 2022-05-18 |
Branch Locations
220 Alhambra Circle 10Th Floor, Coral Gables, FL 33134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Miami | FL | 10/2013 | 05/2018 |
| Jpmorgan Chase Bank, N.A. | New York | NY | 05/2018 | 05/2022 |
| Jpmorgan Securities, Llc. | New York | NY | 05/2018 | 05/2022 |
| Morgan Stanley | Coral Gables | FL | 05/2022 | Present |
*513200 - The Alliance for Florida's National Parks; Investment related: No; Coral Gables, Florida; Environmental; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 10/2021; During business hours: 0; After business hours: 5; Business Development/Growth *513193 - KIPP MIAMI; Investment related: No; Miami, Florida; Non-Profit; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 02/2019; During business hours: 0; After business hours: 5; Business Development/Growth, Marketing *539469 - BGG 305, LLC; Investment related: Yes; Miami, Florida; Recreation; Member (proprietor, partner, officer, director, employee, trustee, agent); 01/2023; During business hours: 0; After business hours: 0; just member passive *605254 - Rental Property; Investment Related - Yes; miami, Florida; Rental Property; Sole Proprietor/Owner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 08/2024; During Business Hours: 0; After Business Hours: 0; Property Management.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-11-25 |
| S63 | Uniform Securities Agent State Law Examination | 2005-08-15 |
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