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85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-03-12 |
| FL | RA | APPROVED | 2026-03-11 |
Branch Locations
85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Yamato Office Center 999 Yamato Road, Suite 300, Boca Raton, FL 33431 • United States
2811 Ponce De Leon Boulevard Suite 900, Coral Gables, FL 33134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Regions Bank | Miami | FL | 09/2018 | 06/2019 |
| Cetera Investment Services Llc | St. Cloud | MN | 11/2018 | 06/2019 |
| Miami Dade College | Miami | FL | 07/2014 | 05/2019 |
| Saint Thomas University | Miami Gardens | FL | 08/2019 | Present |
| Merrill Lynch | Ft Lauderdale | FL | 06/2019 | 03/2020 |
| Regions Financial Corp | Hialeah | FL | 07/2017 | 09/2018 |
| Sprint | Hialeah | FL | 02/2016 | 07/2017 |
| Spring Connect Llc | Miami | FL | 08/2016 | 07/2017 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 03/2020 | 06/2021 |
| Northwestern Mutual Investment Services Llc | Ft Lauderdale | FL | 03/2020 | 06/2021 |
| Morgan Stanley | Boca Raton | FL | 06/2021 | 02/2026 |
| Oppenheimer & Co. Inc. | Boca Raton | FL | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-30 |
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