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777 North Capitol Street Ne, Suite 600, Washington, DC 20002-4240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-11-14 |
Branch Locations
777 North Capitol Street Ne, Suite 600, Washington, DC 20002-4240 • United States
Miami, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Chase Bank | Miami | FL | 05/2011 | 06/2017 |
| J.P. Morgan Securities Llc | Miami Beach | FL | 10/2012 | 06/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Miami Beach | FL | 06/2017 | 10/2022 |
| Bank Of America, N.A. | Miami Beach | FL | 06/2017 | 10/2022 |
| Uber | Miami | FL | 07/2016 | 12/2016 |
| Missionsquare Investment Services | Washington | DC | 10/2022 | Present |
| Missionsquare Retirement | Washington | DC | 10/2022 | Present |
Name: RC Legacy Services LLC. Non-investment related. Address: 400 NW 1st Ave Apt 3612, Miami, FL 33128. Nature of business: Real estate. Position: Owner. Start Date: 08/18/2023. Number of hours per month devoted to other business: 5; during securities trading hours 0. Duties: Rental properties.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 2014-01-16 |
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