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Current Employers
Alliancebernstein L.P.

501 Commerce Street, Nashville, TN 37203 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-10-09
  • FL RA
    APPROVED
    Since 2024-10-09

Branch Locations

701 Brickell Avenue Suite 2240, Miami, FL 33131 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 06/2017 → 08/2019
    We Family Offices Llc
    Miami, FL
  • 06/2016 → 12/2017
    Yoko Matcha
    Miami, FL
  • 08/2017 → 07/2024
    Bessemer Trust
    Miami, FL
  • 08/2024 → Present
    Bernstein Private Wealth Management
    Miami, FL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-07
S63 Uniform Securities Agent State Law Examination 2023-02-27
  • S65 Uniform Investment Adviser Law Examination
    2024-10-07
  • S63 Uniform Securities Agent State Law Examination
    2023-02-27

View on SEC IAPD

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