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200 Plaza Drive First Floor Suite 102, Secaucus, NJ 07094 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-10-31 |
Branch Locations
17806 Ih 10 Ste. 300, San Antonio, TX 78257 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-11-13 |
Branch Locations
17806 Ih 10 Ste. 300, San Antonio, TX 78257 • United States
Davenport, FL • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Wells Fargo Advisors | San Antonio | TX | 01/2015 | 12/2016 |
| Wells Fargo Advisors | Miami | FL | 11/2016 | 02/2017 |
| Mora Wealth Management | Miami | FL | 08/2017 | 06/2019 |
| Intercam Securities | Miami | FL | 06/2019 | 03/2021 |
| Gagni Asset Management Llc | San Antonio | TX | 11/2021 | Present |
| San Blas Securities/Sb Advisory | Atlanta | GA | 05/2021 | 12/2021 |
| Tapfin/Ey | Orlando | FL | 09/2023 | Present |
| Gm Financial & Trust Llc | Miami | FL | 02/2017 | 08/2017 |
| Merrill Lynch | San Antonio | TX | 01/2015 | 12/2016 |
GM Financial & Trust, LLC, Investments Management, Orlando, FL, 100% Ownership; Since 1/2015, 20 Hours per month; 1 hour during trading. Robert A Brandon Inc. Investment Related; Miami, FL Insurance Sales, Since 3/2020; 2 hours per month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-08-02 |
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