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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-04-06 |
| MD | RA | APPROVED | 2020-03-31 |
Branch Locations
11810 Grand Park Ave, North Bethesda, MD 20852 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Bethesda | MD | 12/2018 | 02/2020 |
| Wyndham Destinantions | Oxon Hill | MD | 04/2018 | 12/2018 |
| Keller Williams Realty | Reston | VA | 11/2017 | 03/2018 |
| Not Employed | Note Employed | DC | 09/2017 | 11/2017 |
| Horatius Inc | Glen Ellen | CA | 10/2016 | 09/2017 |
| Froggys Franquicias | San Antonio De Los Altos | 09/2013 | 10/2016 | |
| Morgan Stanley Private Bank, N.A. | New York | NY | 03/2019 | 02/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | North Bethesda | MD | 02/2020 | Present |
| Bank Of America, N.A. | North Bethesda | MD | 04/2020 | Present |
*377733 - BNI Local Chapter; Investment related No; Networking group; Leadership position (proprietor, partner, officer, director, employee, trustee, agent); Sep 2019; During business hours: 1For profit or not for profit: For Profit Activity Name of outside business organization: Real Estate owned and rented- San Francisco CAInvestment related: NoAddress of business:San Francisco \ California Nature of business: Real estate owned and rented Compensation for Activity (Yes/No only): Yes Position, title, associationN/AStart date of relationship: 06/30/2010Number of hours devoted: 1Number of hours devoted during trading hours: 0Duties: Keep up with admin burden of renting this property. For profit or not for profit: For Profit ActivityName of outside business organization: Real Estate owned and rented Madeira Portugal Investment related: NoAddress of business:Facc AB Camara de Lobos Madeira Portugal Nature of business: Real estate owned and rentedCompensation for Activity (Yes/No only): Yes Position, title, associationN/AStart date of relationship: 05/01/2016Number of hours devoted: 1Number of hours devoted during trading hours: 0Duties: Keep up with admin burden of renting this propertyFor profit or not for profit: For Profit ActivityName of outside business organization: Amazon.com / Independent Contractor Investment related: NoAddress of business:PO Box 80683 Seatle WA 98108Nature of business: Package deliveries Compensation for Activity (Yes/No only): Yes Position, title, associationN/AStart date of relationship: 09/01/2017Number of hours devoted: 2Number of hours devoted during trading hours: 0Duties: Package deliveriesI*805242For profit or not for profit: Entity For ProfitName of outside business organization: OCHO-CINCO-OCHOInvestment related: NAddress of business: Rockville, Maryland, 20852Nature of business: ["Limited Liability Company"]Position, title, association: ["Director"], Start date of relationship: 4/15/2022Number of hours devoted: 1 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: , Family entity to hold title and manage real estate investments I*1962283 Entity for Profit Name of OBA: PadelPro Sports Group LLc Address: Rockville, Maryland, 20852 Investment Related: No Position, Title, Association: Owner Employee Start Date: 08/19/2024 No Hours: 2 No Hours during trading: 0 Duties: The purpose of this entity is to promote "Padel Tennis" in the US. Raise awareness about the sport, promote education, adoption of the sport and in the future become a retail and wholesale distributor of sports goods used in the practice of this sport. This business will eventually become a Wholesaler of sports goods used in the practice of Padel Tennis.Role: Advice on business operations when needed, like when hiring a vendor, or staff members. Help on events aimed to increase awareness about the practice of this sport.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-20 |
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