Simone Martins Melo

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2023-04-03
FL	RA	APPROVED	2023-03-28

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Fort Lauderdale	FL	08/2017	03/2023
Bank Of America, N.A.	Fort Lauderdale	FL	08/2017	03/2023
Sm Consultoria	Fortaleza		01/1998	07/2017
Uarebonita Corporation	Weston	FL	03/2016	07/2017
Jpmorgan Chase Bank, N.A.	Fort Lauderdale	FL	03/2023	Present
J.P. Morgan Securities Llc	Fort Lauderdale	FL	03/2023	Present

08/2017 → 03/2023

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Fort Lauderdale, FL
08/2017 → 03/2023

Bank Of America, N.A.

Fort Lauderdale, FL
01/1998 → 07/2017

Sm Consultoria

Fortaleza
03/2016 → 07/2017

Uarebonita Corporation

Weston, FL
03/2023 → Present

Jpmorgan Chase Bank, N.A.

Fort Lauderdale, FL
03/2023 → Present

J.P. Morgan Securities Llc

Fort Lauderdale, FL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-10-28

Nearby Firms