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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-28 |
| TX | RA | APPROVED_RES | 2025-06-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Coral Gables | FL | 12/2018 | 04/2020 |
| David Navarro Creative Inc | Miami | FL | 04/2015 | 12/2018 |
| Morgan Stanley | Aventura | FL | 04/2020 | 07/2021 |
| Mml Investors Services/Wealth Insight Partners | Bethesda | MD | 07/2021 | 02/2025 |
| Massmutual Life Insurance Co. | Bethesda | MD | 03/2022 | 02/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Aventura | FL | 06/2025 | Present |
| Unemployed | Weston | FL | 02/2025 | 06/2025 |
| Florida International University | Miami | FL | 01/2022 | 12/2022 |
| Bank Of America, N.A. | Aventura | FL | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-13 |
| S63 | Uniform Securities Agent State Law Examination | 2020-02-06 |
| S65 | Uniform Investment Adviser Law Examination | 2014-08-28 |
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