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546 Fifth Avenue, New York City, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-24 |
| NY | RA | APPROVED | 2024-09-18 |
Branch Locations
21500 Biscayne Boulevard - Suite #503, Aventura, FL 33180 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J Safra Asset Management | Aventura | FL | 08/2024 | Present |
| Anheuser-Busch Inbev | Los Angeles | CA | 06/2023 | 08/2023 |
| Georgetown University | Washington Dc | DC | 08/2020 | 05/2024 |
| Greenwich High School | Greenwich | CT | 08/2016 | 06/2020 |
| Unemployed | Old Greenwich | CT | 06/2020 | 08/2020 |
| Unemployed | Old Greenwich | CT | 05/2024 | 08/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-18 |
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