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540 Madison Ave. 9Th Floor, New York, NY 10022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-10-02 |
Branch Locations
One Alhambra Plaza, Suite 1130, Coral Gables, FL 33134 • United States
540 Madison Ave. 9Th Floor, New York, NY 10022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Coral Gables | FL | 05/2018 | 01/2021 |
| Enterprise Rent-A-Car | Miami | FL | 09/2015 | 09/2017 |
| Florida International University | Miami | FL | 09/2017 | 12/2018 |
| Snowden Lane Partners | New York | NY | 02/2021 | Present |
I*120736 For profit or not for profit: Non-Profit Organization Name of outside business organization: Wild Bunch Young Leaders - Zoo Miami Foundation Investment related: N Address of business: Miami, Florida 33177 Nature of business: Charitable Organization, Position, title, association: Committee Member, Start date of relationship: 11/1/2018 Number of hours devoted: 4 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Wild Bunch Young Leaders is a philanthropic group of young professionals (under 40) that donate their time, talents, and efforts to give back to the animals. We raise money by hosting networking events or other fundraisers. 5/4/2022 - Owner - Purchase of property in NC to build a short term rental property (under the formation of an LLC); not investment related; 20 hours per month on weekends; 0 hours during trading time; compensation - Dividends from the company based on profitability.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-12 |
| S66 | Uniform Combined State Law Examination | 2019-12-13 |
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