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3011 Ponce De Leon Blvd Ph-1, Coral Gables, FL 33134 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-12-16 |
Branch Locations
3011 Ponce De Leon Blvd Ph-1, Coral Gables, FL 33134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman Sachs & Co. | Miami | FL | 07/2013 | 06/2017 |
| Itau International Securities Inc. | Miami | FL | 06/2017 | 11/2021 |
| Banco Itau International | Miami | FL | 06/2017 | 11/2021 |
| Itau International Securities Inc. | Miami | FL | 12/2017 | 11/2021 |
| Citigroup | Miami | FL | 11/2021 | 11/2024 |
| Bradesco Investments | Coral Gables | FL | 12/2024 | Present |
| Bradesco Bank | Coral Gables | FL | 12/2024 | 04/2026 |
| Bradesco Global Advisors | Coral Gables | FL | 12/2024 | Present |
| Bradesco Bank | Coral Gables | FL | 04/2026 | Present |
Name of the other Business: Bradesco Bank, Investment Related, 3011 Ponce de Leon Blvd. PH-1, Coral Gables, Florida 33134, Banking Industry, Team Head/International Client Advisor, start date: December, 2024, approximate number of hours/month devoted to the other business: all trading hours; the number of hours you devote to the other business during securities trading hours: all trading hours- Name of the other Business- Bradesco Global Advisor, 3011 Ponce de Leon BLVD. PH-1, Coral Gables, Florida 33134, Financial Industry, Registered Investment Advisor, Start date: December 2024, approximate number of hours/month devoted to the other business: 40 hours, During Trading Hours: 40 Hours
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-03-23 |
| S65 | Uniform Investment Adviser Law Examination | 2018-05-07 |
| S66 | Uniform Combined State Law Examination | 2013-09-26 |
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