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1 Alhambra Plaza Floor Ph, Miami, FL 33134 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-01-31 |
Branch Locations
1 Alhambra Plaza Floor Ph, Miami, FL 33134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston | MA | 06/2020 | 11/2023 |
| Janney Montgomery Scott | Melville | NY | 06/2019 | 09/2019 |
| Urban Atelier Group | New York | NY | 06/2018 | 08/2018 |
| Li & Fung | New York | NY | 06/2017 | 08/2017 |
| Babson College | Wellesley | MA | 08/2016 | 05/2020 |
| Bank Of America, N.A. | Boston | MA | 10/2020 | 11/2023 |
| True Wealth Advisory Group, Llc | Miami | FL | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-02 |
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