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2811 Ponce De Leon Blvd. Suite 710, Coral Gables, FL 33134 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-06-09 |
| FL | RA | APPROVED | 2026-03-23 |
Branch Locations
2811 Ponce De Leon Blvd. Suite 710, Coral Gables, FL 33134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A> | Boston | MA | 03/2021 | 08/2024 |
| New York Life Insurance Company | Miami | FL | 10/2024 | 03/2026 |
| Hersha Hospitality | Brookline | MA | 10/2018 | 01/2020 |
| Region 12 Schools | Washington | CT | 08/2016 | 09/2018 |
| Td Bank, N.A. | Cambridge | MA | 01/2020 | 03/2021 |
| Emmanuel College | Boston | MA | 08/2018 | 05/2019 |
| Nylife Securities Llc | Miami | FL | 01/2025 | 03/2026 |
| Eagle Strategies Llc | Miami | FL | 02/2026 | 03/2026 |
| Balanz Advisors, Llc | Coral Gables | FL | 03/2026 | Present |
| Balanz Capital Usa Llc | Coral Gables | FL | 03/2026 | Present |
Balanz Advisors LLC, Investment Related, Coral Gables, FL, Registered Investment Advisor, Financial Advisor, March 16, 2026, 50% during market hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-23 |
| S63 | Uniform Securities Agent State Law Examination | 2021-06-18 |
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