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Current Employers
Measured Wealth Private Client Group, Llc

303 Islington Street, Portsmouth, NH 03801 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-07-01
  • FL RA
    APPROVED
    Since 2024-07-01

Branch Locations

303 Islington Street, Portsmouth, NH 03801 • United States

Miami, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Coral Gables FL 06/2020 12/2022
Gibraltar Private Bank & Trust Miami FL 04/2017 03/2018
We Family Offices Miami FL 04/2018 07/2019
Galium Capital Miami FL 07/2019 12/2019
Sapient Nitro Miami FL 01/2016 04/2017
Unemployed Miami FL 12/2019 06/2020
Citi Private Bank Miami FL 01/2023 03/2024
Measured Wealth Private Client Group, Llc Portsmouth NH 06/2024 Present
  • 06/2020 → 12/2022
    Coral Gables, FL
  • 04/2017 → 03/2018
    Gibraltar Private Bank & Trust
    Miami, FL
  • 04/2018 → 07/2019
    We Family Offices
    Miami, FL
  • 07/2019 → 12/2019
    Galium Capital
    Miami, FL
  • 01/2016 → 04/2017
    Sapient Nitro
    Miami, FL
  • 12/2019 → 06/2020
    Unemployed
    Miami, FL
  • 01/2023 → 03/2024
    Citi Private Bank
    Miami, FL
  • 06/2024 → Present
    Portsmouth, NH
Previous Registrations
Other Businesses

Miss Millones is a social media blog tailored increasing financial literacy for the hispanic community. it is based at home address 2451 Brickell Ave, Apt 7C. It does not generate any profits. Just educational content being published via social media. I am the owner of the LLC and blog. Approx hours a week is about 1-2 hours. Duties involve creating/recording content done outside of trading/business hours. It is mostly a passion project. The blog was established on March of 2024.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-05-26
  • S66 Uniform Combined State Law Examination
    2020-05-26

View on SEC IAPD

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