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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-10-18 |
| FL | RA | APPROVED | 2022-09-28 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Tampa | FL | 11/2020 | 10/2021 |
| Bank Of America | Miami | FL | 10/2019 | 10/2020 |
| Wells Fargo | Miami | FL | 02/2017 | 02/2019 |
| Florida International University | Miami | FL | 02/2019 | 10/2019 |
| Fidelity Investments | Two Contra Way Merrimack, Nh 03054 | NH | 09/2021 | 06/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tampa | FL | 08/2022 | Present |
| Gap | Miami | FL | 03/2016 | 09/2016 |
| Starbucks Coffee Company | Miami | FL | 04/2019 | 05/2019 |
| Florida International University | Miami | FL | 06/2016 | 08/2020 |
| Bank Of America, N.A. | Tampa | FL | 10/2022 | Present |
| Florida International University | Miami | FL | 01/2010 | 02/2017 |
1.For profit or not for profit: Profit2.Name of outside business organization: none3.Investment related: No4.Address of business (City and State Only): Tampa, FL5.Nature of business: Real estate6.Position, title, association: N/A7.Start date of relationship: Feb 1. 20218.Number of hours devoted: 09.Number of hours devoted during trading hours: 010.Duties: LandlordI*1226363For profit or not for profit: Name of outside business organization: Rental Property 2Investment related: NAddress of business: LAKELAND, Florida, 33801Nature of business: Position, title, association: Sole owner, Start date of relationship: 3/23/2023Number of hours devoted: 1 hour(s) Weekly I*1673274, Name of OBA: Rental Property 3 Address: Tampa, Florida Investment Related: No Position, Title, Association: Sole owner Employee Start Date: 02/01/2024 No Hours: 0 No Hours during trading: 0 Duties: N/A
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-21 |
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