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546 Fifth Avenue, New York City, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-05-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J. Safra Asset Management | New York | NY | 09/2016 | 08/2018 |
| Suntrust Advisory Services, Inc | New York | NY | 09/2018 | 04/2022 |
| J. Safra Asset Manangement Corp | New York | NY | 04/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-12-16 |
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