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501 Commerce Street, Nashville, TN 37203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-10-09 |
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 |
|---|---|---|---|---|
| We Family Offices Llc | Miami | FL | 06/2017 | 08/2019 |
| Yoko Matcha | Miami | FL | 06/2016 | 12/2017 |
| Bessemer Trust | Miami | FL | 08/2017 | 07/2024 |
| Bernstein Private Wealth Management | Miami | FL | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-07 |
| S63 | Uniform Securities Agent State Law Examination | 2023-02-27 |
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