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501 Commerce Street, Nashville, TN 37203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-13 |
Branch Locations
701 Brickell Avenue Suite 2240, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman, Sachs & Co. | Miami | FL | 07/2009 | 09/2017 |
| Edward Jones | St. Louis | MO | 12/2017 | 03/2021 |
| Clarityai | Miami | FL | 02/2022 | 08/2023 |
| Interactive Brokers | Fort Lauderdale | FL | 10/2023 | 06/2024 |
| Unemployed | Miami | FL | 04/2021 | 01/2022 |
| Alliance Bernstein | Miami | FL | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 2024-08-26 |
| S66 | Uniform Combined State Law Examination | 2009-09-28 |
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