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396 Alhambra Circle Ph2, Coral Gables, FL 33134 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-15 |
Branch Locations
396 Alhambra Circle Ph2, Coral Gables, FL 33134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pinvest Llc | Coral Gables | FL | 03/2025 | 03/2026 |
| Citibank | Miami | FL | 05/2021 | 03/2025 |
| Wells Fargo | Miami | FL | 09/2019 | 05/2021 |
| Old Navy | Miami | FL | 06/2014 | 09/2019 |
| Pinvest Llc | Coral Gables | FL | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-10 |
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