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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-01-03 |
Branch Locations
1450 Brickell Ave Floors 16, 17 & 18, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guggenheim Partners Latin America, Inc. | Miami | FL | 07/2017 | 12/2022 |
| Santander Private Banking | Miami | FL | 05/2012 | 07/2017 |
| Jpmorgan Chase Bank Na | Miami | FL | 12/2022 | Present |
| Jpmorgan Securities Llc | Miami | FL | 12/2022 | Present |
| Alvarium Investment Advisors Inc | Miami | FL | 07/2017 | 12/2022 |
| Monokk Llc | Miami | OH | 04/2025 | Present |
Entity Name: MONOKK LLC Investment related: No Address: Private Residence Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 04/21/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: The nature of the company is for a rental investment property in order to hold the proceeds received via rental income. No connection to JPMorganChase
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-04-19 |
| S65 | Uniform Investment Adviser Law Examination | 2018-12-12 |
| S66 | Uniform Combined State Law Examination | 2018-07-26 |
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