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2 Alhambra Plaza Suite 802, Coral Gables, FL 33134 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-24 |
| FL | RA | APPROVED | 2024-03-06 |
Branch Locations
2 Alhambra Plaza Suite 802, Coral Gables, FL 33134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Securities Llc | Miami | FL | 06/2020 | 01/2024 |
| Jpmorgan Chase Bank Na | Miami | FL | 06/2020 | 01/2024 |
| Jpmorgan | Miami | FL | 05/2019 | 08/2019 |
| Vectorglobal | Miami | FL | 07/2018 | 08/2018 |
| Vectorglobal | Miami | FL | 12/2017 | 01/2018 |
| Babson College | Babson Park | MA | 08/2016 | 05/2020 |
| Seaview Investment Managers | Coral Gables | FL | 02/2024 | Present |
Shanty Spa LLC (DBA Aloe Medspa) - esthetician/medspa business located at 5975 Sunset Dr., Suite 603, Miami, FL 33143. Role: Co-Founder and passive owner (36%); 2026 Involvement is limited to a non-operational, advisory capacity. No involvement in day-to-day management or client services. This activity is conducted outside of firm working hours. The business is not related to financial services, investments, or advisory activities. No firm clients will be solicited or referred, and no firm resources will be used. S&N RE LLC - short-term rental activity involving periodic rental of personal residence located at 999 SW 1st ave, Apt. 2614, Miami, FL, 33130 Role: Co-owner (50%) with passive involvement; 2025 No day-to-day operational responsibilities. This activity is conducted outside of firm working hours. The business is not related to financial services, investments, or advisory activities. No firm clients will be solicited or referred, and no firm resources will be used.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 2020-09-10 |
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