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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-27 |
| FL | RA | APPROVED | 2026-03-24 |
Branch Locations
1200 South Pine Island Road Suite 800, Plantation, FL 33324 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Miami | FL | 02/2017 | 09/2019 |
| Aerotek | Doral | FL | 11/2015 | 02/2017 |
| Morgan Stanley | Plantation | FL | 09/2019 | Present |
1. I am a Director in four Corporations my Father created for Estate Planning purpose. I do not devote any hours to these during or out of trading hours. However, one of them (MAC DOLLAR) is in the retail business and if he needs helps during the Holidays, I help him on the weekends. I do not have any duties on these since my Father is the one that manages them and added my brother's and I in case something happens to him. 2. Miami Aventura Corp. - Start Date: 04/09/2011. Address: 4801 S University Dr, Ste 243 Davie, FL 33328. Is investment related: Real Estate & Investments. 3. MAC Dollar Corp. - Start Date: 04/09/2011. Address: 1720 NE Miami Gardens Dr, North Miami, FL 33179. It is also investment related: Real Estate, Investments, Retail & Wholesale.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-27 |
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