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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-13 |
| TX | RA | APPROVED | 2025-10-06 |
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 |
|---|---|---|---|---|
| New York University | New York | NY | 01/2014 | 01/2017 |
| Jpmorgan Chase Bank Na | Miami | FL | 05/2021 | Present |
| Jpmorgan Securities Llc | Miami | FL | 05/2021 | Present |
| Citibank Na | Miami | FL | 06/2016 | 05/2021 |
| Solvera Capital Llc | Palmetto Bay | FL | 10/2022 | Present |
Entity Name: Solvera Capital LLC Investment related: Yes "Address: 7880 SW 161ST ST PALMETTO BAY, FL 33157" Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 10/27/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: This company was created by my wife an I to do sporadic investments in real estate or private businesses. I am the manager of this company. I dedicate minimal time, 1-2 hours max per week, to this company. Since its creation, no investments have been done through this company.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-02 |
| S66 | Uniform Combined State Law Examination | 2016-08-04 |
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