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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-23 |
| TX | RA | APPROVED | 2025-04-22 |
Branch Locations
9130 S. Dadeland Blvd. Suite 1400, Miami, FL 33156 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Regions Bank | Miami | FL | 07/2013 | 12/2016 |
| Cetera Investment Services Llc | St.CLoud | MN | 05/2016 | 12/2016 |
| Cetera Investment Advisers Llc | Miami | FL | 10/2016 | 12/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Miami | FL | 12/2016 | 11/2021 |
| Bank Of America, N.A. | Miami | FL | 12/2016 | 11/2021 |
| Ameriprise Financial Services, Llc | Coral Gables | FL | 11/2021 | 04/2025 |
| Equitable Advisors, Llc | New York | NY | 04/2025 | Present |
Outside Fixed Insurance Sales. Big Five Club 600 SW 92nd Ave, Miami, FL 33174, Board Member/Treasurer, Non- profit cultural and sports club. participating in the board to help with their financial organization as the treasurer, 12/10/2025, 4HRS/MO, Ai Tax Accountant, Owner and operator of the business Responsible for product development, oversight, and general business management, 03/24/2026, 6HRS/MO.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-10 |
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