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546 Fifth Avenue, New York City, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-02-24 |
Branch Locations
3050 Aventura Blvd, Aventura, FL 33180 • United States
546 Fifth Avenue, New York City, NY 10036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc. | Miami | FL | 07/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Miami | FL | 11/2016 | 09/2017 |
| Morgan Stanley | Boca Raton | FL | 09/2017 | 02/2018 |
| Safra Securities Llc | Aventura | FL | 02/2018 | 07/2021 |
| J Safra Asset Management Corporation | Aventura | FL | 07/2021 | Present |
1.) CHIEF COMPLIANCE OFFICER AT J. SAFRA ASSET MANAGEMENT CORP, 40 HOURS WEEKLY INVESTMENT RELATED, LOCATED AT 21500 BISCAYNE BOULEVARD - SUITE #503, AVENTURA FL. 2.) COMPLIANCE OFFICER AT SAFRA NATIONAL BANK OF NEW YORK, INVESTMENT RELATED, LOCATED AT 21500 BISCAYNE BOULEVARD - SUITE #503 FL. 3.) November 2023, Partner owner of Siene Jewelry - non Investment Related - No business hours, silent member only, Online. 4.) CHIEF COMPLIANCE OFFICER AT J. SAFRA INC., 40 HOURS WEEKLY INVESTMENT RELATED, LOCATED AT 21500 BISCAYNE BOULEVARD - SUITE #503, AVENTURA FL.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-02 |
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