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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-25 |
| CA | RA | APPROVED | 2025-03-24 |
| TX | RA | APPROVED_RES | 2025-03-24 |
Branch Locations
1450 Brickell Avenue 15Th Floor, Miami, FL 33131 • United States
277 Park Avenue 2Nd & 3Rd Floor, New York, NY 10172 • United States
3825 Pga Blvd 8Th And 9Th Floor, Palm Beach Gardens, FL 33410 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Hialeah Gardens | FL | 10/2017 | 11/2017 |
| Global Investor Services/Insigeo Financial | Miami | FL | 11/2013 | 09/2017 |
| Hb Asset Management | Miami | FL | 03/2014 | 09/2017 |
| Mora Wealth Management Llc | Miami | FL | 11/2017 | 10/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Lauderdale | FL | 10/2018 | 11/2021 |
| Sanctuary Securities, Inc. | Indianapolis | IN | 04/2022 | 07/2022 |
| Unemployed | Hialeah Gardens | FL | 11/2021 | 04/2022 |
| Sanctuary Advisors, Llc | Indianapolis | IN | 04/2022 | 07/2022 |
| Citiglobal | Miami | FL | 08/2022 | 02/2025 |
| J.P. Morgan Securities Llc | Palm Beach Gardens | FL | 02/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Palm Beach Gardens | FL | 02/2025 | Present |
Entity Name: Realty100 Investment related: No "Address: 10101 W. Sample Road Suite 315 Coral Springs, FL 33065" Nature of the other business: Real Estate Position/Title/Relationship: Employee/Contractor Start Date: 05/20/2025 Approximate # of hours a Week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I maintain my real estate license solely for personal transactions, such as buying or selling my own home. Additionally, I assisted a family member with purchasing a home. Beyond these activities, I do not engage in or dedicate any time to the real estate business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 1996-10-04 |
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