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501 Commerce Street, Nashville, TN 37203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-07-24 |
Branch Locations
701 Brickell Avenue Suite 2240, Miami, FL 33131 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Philadelphia | PA | 10/2011 | 07/2019 |
| Wells Fargo Advisors Llc | Philadelphia | PA | 01/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Philadelphia | PA | 11/2016 | 07/2019 |
| Leumi Investment Services Inc. | Aventura | FL | 07/2019 | 10/2022 |
| Bank Leumi Usa | Aventura | FL | 07/2019 | 10/2022 |
| Safra National Bank Of New York | Aventura | FL | 10/2022 | 12/2023 |
| Unemployed | North Miami | FL | 12/2023 | 04/2024 |
| Alliancebernstein | Miami | FL | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-30 |
| S66 | Uniform Combined State Law Examination | 2001-01-22 |
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