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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-04-20 |
Branch Locations
8699 Northwest 36Th St Fl 2, Doral, FL 33166 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Miami | FL | 09/2020 | 10/2023 |
| Safeguard And Associates | Miami | FL | 07/2020 | 09/2020 |
| Quintero And Partners | Miami | FL | 05/2020 | 07/2020 |
| Miami Avenue Realty | Miami | FL | 07/2017 | 05/2020 |
| Grupo Alza Valores | Caracas | 09/2011 | 07/2017 | |
| Nylife Securities Llc | Sunrise | FL | 09/2020 | 10/2023 |
| Truist Investment Services, Inc. | Coral Gables | FL | 04/2024 | Present |
| Truist Advisory Services, Inc. | Coral Gables | FL | 04/2024 | Present |
| Pencillus Systems. Llc | Miami | FL | 10/2023 | 04/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-19 |
| S63 | Uniform Securities Agent State Law Examination | 2020-07-29 |
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