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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-25 |
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 |
|---|---|---|---|---|
| Citigroup | Miami | FL | 11/2013 | 07/2019 |
| Wells Fargo Bank, Na | Aventura | FL | 07/2019 | 07/2021 |
| Wells Fargo Clearing Services, Llc | Aventura | FL | 07/2019 | 07/2021 |
| Fidelity Investments | Miami | FL | 07/2021 | 08/2024 |
| Truist Investment Services, Inc | Bal Harbor | FL | 01/2026 | Present |
| Titl Tech Compant | Bal Harbor | FL | 08/2024 | 01/2026 |
| Truist Advisory Services, Inc | Bal Harbor | FL | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-12 |
| S63 | Uniform Securities Agent State Law Examination | 2008-07-03 |
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