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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-10-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Safra National Bank Of New York | New York | NY | 06/2022 | 08/2022 |
| J Safra Asset Management | New York | NY | 06/2023 | 08/2023 |
| J Safra Asset Management | New York | NY | 06/2024 | 08/2024 |
| J Safra Asset Management | New York | NY | 08/2025 | Present |
| Villanova University | Villanova | PA | 08/2021 | 05/2025 |
| Fair Lawn High School | Fair Lawn | NJ | 09/2017 | 07/2021 |
| Thomas Jefferson Middle School | Fair Lawn | NJ | 01/2015 | 08/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-25 |
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