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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-04-16 |
| FL | RA | APPROVED | 2024-07-25 |
| TX | RA | APPROVED | 2024-07-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Miami | FL | 07/2021 | 11/2023 |
| Jpmorgan Chase Bank, N.A. | Miami | FL | 08/2019 | 10/2019 |
| Td Bank N.A. | Gainesville | FL | 05/2018 | 04/2019 |
| Edward Jones | St Louis | MO | 11/2023 | 07/2024 |
| Rushlight Investments | Coral Gables | FL | 08/2019 | 06/2020 |
| Jpmorgan Chase Bank, N.A. | Orlando | FL | 07/2024 | Present |
| J.P. Morgan Securities Llc | Orlando | FL | 07/2024 | Present |
| Punch Bowl Miami Wynwood Llc | Miami | FL | 02/2020 | 03/2020 |
| Cvs | Miami | FL | 07/2015 | 08/2018 |
| Merrill Lynch/Bank Of America | Miami | FL | 06/2020 | 08/2020 |
| Unemployed | Miami | FL | 05/2019 | 07/2019 |
| Unemployed | Miami | FL | 08/2020 | 07/2021 |
| Bank Of America | Miami | FL | 07/2021 | 11/2023 |
Entity Name: MOTRE Solutions LLC Investment related: No Address: Private Residence Nature of the other business: Daycare Position/Title/Relationship: Owner/Partner Start Date: 02/01/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I will be a mostly silent owner, will not work at the company. My wife and I would like to open a day care and my wife will be the director working there. My role will only be investing and establishing business entity, bank accounts, loans, etc but will not be an employee of the business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-09 |
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