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1050 Battery Street Suite 100, San Francisco, CA 94111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-16 |
Branch Locations
1050 Battery Street Suite 100, San Francisco, CA 94111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Plantation | FL | 12/2019 | 04/2022 |
| Unemployed | Miami | FL | 09/2019 | 12/2019 |
| Motion Point | Coral Springs | FL | 10/2018 | 09/2019 |
| Unemployed | Miami | FL | 05/2018 | 09/2018 |
| University Of Miami | Coral Gables | FL | 08/2014 | 05/2018 |
| Bessemer Investor Services, Inc. | Miami | FL | 04/2022 | 03/2025 |
| Intellectus Partners, Llc | Miami | FL | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-14 |
| S66 | Uniform Combined State Law Examination | 2020-11-21 |
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