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333 Se 2Nd Ave Suite 2520, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-18 |
| TX | RA | APPROVED | 2025-11-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sleepy Hollow High School | Sleepy Hollow | NY | 09/2017 | 06/2021 |
| Brandy Melville | Greenwich | CT | 10/2020 | 11/2021 |
| Washington Irving Boat Club | Tarrytown | NY | 10/2021 | 08/2022 |
| Colton Alexander | San Juan | PR | 04/2024 | 07/2024 |
| University Of Miami | Coral Gables | FL | 01/2022 | 05/2025 |
| Crédit Agricole Corporate And Investment Bank | New York | NY | 06/2025 | 07/2025 |
| Element Pointe Family Office | Miami | FL | 09/2025 | Present |
| Sleepy Hollow Middle School | Sleepy Hollow | NY | 09/2014 | 06/2017 |
| Unemployed | Sleepy Hollow | NY | 06/2017 | 09/2017 |
| Westover Landscape Design | Tarrytown | NY | 05/2023 | 08/2023 |
| The Sailhouse | Tarrytown | NY | 05/2023 | 08/2024 |
| Breezemont Day Camp | Armonk | NY | 05/2019 | 08/2019 |
09/2025 - Long Lean Pilates - Not Investment Related - 121 SE 2nd Ave, Miami, FL 33131 - Pilates Studio - Front Desk Associate (Part-Time) - 12 hours/month, 0 hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-13 |
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