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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-05-17 |
| TX | RA | APPROVED_RES | 2022-04-18 |
Branch Locations
1450 Brickell Avenue 15Th Floor, Miami, FL 33131 • United States
Miami, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services | Miami | FL | 07/2019 | 04/2022 |
| Ubs Financial Services | Miami | FL | 02/2019 | 06/2019 |
| University Of Miami, School Of Business | Coral Gables | FL | 08/2018 | 05/2019 |
| Bacardi Limited | Coral Gables | FL | 05/2018 | 08/2018 |
| Wake Forest University | Winston-Salem | NC | 08/2014 | 05/2018 |
| J.P. Morgan Securities Llc | Miami | FL | 04/2022 | Present |
| Jpmorgan Chase Bank, N.A. | Miami | FL | 04/2022 | Present |
Effective 4/14/2022 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 2019-06-27 |
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