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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-05-28 |
| TX | RA | APPROVED | 2024-05-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | North Miami Beach | FL | 01/2018 | 10/2021 |
| Hlb Specialties | Fort Lauderdale | FL | 03/2017 | 03/2018 |
| Dare Solutions Llc Dba Ordyx Pos | Boca Raton | FL | 04/2016 | 03/2017 |
| Florida International University | Florida | FL | 01/2018 | 12/2019 |
| Bank Of America, N.A./Merrill Lynch | Miami | FL | 11/2021 | 05/2024 |
| J.P. Morgan Securities Llc | Pembroke Pines | FL | 05/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Pembroke Pines | FL | 05/2024 | Present |
| Php Management Llc | Fort Lauderdale | FL | 08/2021 | Present |
Entity Name: Calhau Pereira Empreendimentos ltda Investment related: No Address: Av. Dr. Jos Xavier Pinto, No. 677 Ipanema, Brazil 36.950-000" Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 01/20/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I am a part owner of a commercial real estate company. The company owns a shopping center with the primary objective of generating rental income. The project is still under development. My role is strictly as a passive, silent owner. I do not participate in management, decision-making, committee service, or any operational activities, and I do not spend any time on company matters. There is no connection between this company. the name of the other business; PHP Management LLC whether the business is investment-related; No the address of the other business; Private Residence the nature of the other business; Property Management business your position; Owner title, or relationship with the other business; Owner the start date of your relationship; 08/10/2021 the approximate number of hours/month you devote to the other business; 2 hours per month the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; Collect rent checks and apply requested maintenance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-17 |
| S63 | Uniform Securities Agent State Law Examination | 2019-09-16 |
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