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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-09 |
| TX | RA | APPROVED | 2025-05-08 |
Branch Locations
1450 Brickell Ave Floors 16, 17 & 18, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Family Wealth Partners | Weston | FL | 08/2015 | 03/2017 |
| Jpmorgan Chase Bank Na | Miami | FL | 04/2017 | Present |
| Jpmorgan Securities Llc | Miami | FL | 04/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-01 |
| S63 | Uniform Securities Agent State Law Examination | 2017-05-22 |
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