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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-28 |
Branch Locations
396 Alhambra Cir 8Th Fl [D2-Rbo], Coral Gables, FL 33134 • United States
16301 Sw 88Th St, Miami, FL 33196 • United States
13700 N Kendall Dr, Miami, FL 33186 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Miami | FL | 12/2015 | 08/2020 |
| Jpmorgan Chase Bank, N.A. | Miami | FL | 11/2015 | 08/2020 |
| Td Private Client Wealth Llc | Coral Gables | FL | 09/2021 | 07/2025 |
| Td Bank N.A. | Coral Gables | FL | 09/2021 | 07/2025 |
| Td Bank | Miami | FL | 08/2020 | 09/2021 |
| Wells Fargo Clearing Services, Llc | Coral Gables | FL | 07/2025 | Present |
EB Creative Productions LCC; non-investment related; Miami, FL; Publishing & promote sale of self produced literature work; 100% ownership; Start date 8/9/24; 60 hours devoted 0 hours during trading| 3PM - Short Fiction Stories; non-investment related; Miami, FL; author; start date 1/6/25; 10 hours devoted 0 during trading; | Signos En La Tierra - Short Fiction; non investment related; Miami, FL; Author; start date 8/25/25; 10 hours a month 0 during trading |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-05-20 |
| S65 | Uniform Investment Adviser Law Examination | 2021-11-16 |
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