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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-04 |
| TX | RA | APPROVED | 2026-08-03 |
Branch Locations
200 South Biscayne Boulevard Suite 1100, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | New York | NY | 08/2018 | 06/2021 |
| J.P. Morgan Securities Llc | New York | NY | 08/2018 | 06/2021 |
| Banco Santander International | Miami | FL | 07/2011 | 08/2018 |
| J.P. Morgan Chase Bank, N.A. | Miami | FL | 06/2021 | 08/2026 |
| J.P. Morgan Securities Llc | Miami | FL | 06/2021 | 08/2026 |
| 3180 S Ocean Dri 1417 Llc | Hallandale Beach | FL | 08/2023 | Present |
| Morgan Stanley Smith Barney Llc | Miami | FL | 08/2026 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 08/2026 | Present |
*708081- Real Estate LLC; Investment related Yes Hallandale Beach, Florida; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 08/2023; During business hours: 0; After business hours: 0; Administrative
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-13 |
| S63 | Uniform Securities Agent State Law Examination | 2018-12-21 |
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