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85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-09 |
Branch Locations
Palmetto Bay, FL • United States
2811 Ponce De Leon Boulevard Suite 900, Coral Gables, FL 33134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oppenheimer & Co. Inc. | Coral Gables | FL | 06/2026 | Present |
| Fidelity Investments | Miami | FL | 07/2016 | 07/2018 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 01/2019 |
| Axio Financial Llc | New York | NY | 01/2019 | 02/2021 |
| Snowden Lane Partners | Miami | FL | 03/2021 | 05/2023 |
| Bny Wealth Management | Miami | FL | 06/2023 | 12/2024 |
| Morgan Stanley Smith Barney Llc | Miami | FL | 12/2024 | 06/2026 |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2025 | 06/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-27 |
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