Best Investors Account Sign in
Inactive

Andres Daniel Garcia

Zoe Financial, Inc.

New York, NY

Claim This Profile
Current Employers
Zoe Financial, Inc.

666 Third Ave. 6Th Floor, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-08-31
  • NY RA
    APPROVED
    Since 2021-08-31

Branch Locations

666 Third Ave. 6Th Floor, New York, NY 10017 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley & Co. Incorporated New York NY 07/2004 09/2016
Jp Morgan Asset Management New York City NY 10/2014 09/2016
Zoe Financial & Co. New York City NY 09/2016 Present
Zoe Financial, Inc. New York NY 01/2017 Present
  • 07/2004 → 09/2016
    Morgan Stanley & Co. Incorporated
    New York, NY
  • 10/2014 → 09/2016
    Jp Morgan Asset Management
    New York City, NY
  • 09/2016 → Present
    Zoe Financial & Co.
    New York City, NY
  • 01/2017 → Present
    New York, NY
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2006-02-07
  • S63 Uniform Securities Agent State Law Examination
    2006-02-07

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in New York, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor