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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-07-13 |
| FL | RA | APPROVED | 2023-06-19 |
Branch Locations
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 |
|---|---|---|---|---|
| Incasa Llc | Miami | FL | 01/2015 | 03/2017 |
| Ppd Financial | Miami | FL | 01/2015 | 03/2017 |
| Valic Financial Advisors, Inc. | Miami | FL | 03/2017 | 04/2023 |
| Agia | Houston | TX | 12/2022 | 04/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Miami | FL | 04/2023 | Present |
| Bank Of America, N.A. | Miami | FL | 06/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-15 |
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