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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-11-05 |
Branch Locations
2875 Ne 191 St. Suite 101, Aventura, FL 33180 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Miami | FL | 09/2013 | 12/2017 |
| Wells Fargo Advisors, Llc | Miami | FL | 10/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Miami | FL | 11/2016 | 12/2017 |
| Israel Discount Bank Of New York | Aventura | FL | 12/2017 | 10/2018 |
| Idb Capital Corp. | Aventura | FL | 01/2018 | 10/2018 |
| Popular Bank | Aventura | FL | 10/2018 | Present |
| Infinex Financial Group | Aventura | FL | 10/2018 | Present |
DUALLY EMPLOYED BY Popular Bank and Infinex , Located in AVENTURA, FL 33180, AS A PRIVATE BANKER. THIS IS AN INVESTMENT RELATED BUSINESS AND EMPLOYMENT BEGAN 10/12/2018. I SPLIT MY TIME EVENLY BETWEEN Popular Bank and Infinex MY RESPONSIBILITIES AS PRIVATE BANKER INCLUDE MANAGING CLIENT RELATIONSHIPS AND SERVICING CLIENT ACCOUNTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-06-22 |
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