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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-05-22 |
| FL | RA | APPROVED | 2023-05-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Icon Global Stratgies | Miami | FL | 04/2015 | 04/2017 |
| Q-Emerging Markets | Miami | FL | 04/2017 | 03/2019 |
| Consilium Investment Management | Ft Lauderdale | FL | 04/2019 | 04/2021 |
| Unemployed | Boca Raton | FL | 04/2021 | 06/2022 |
| Equitable Advisors, Llc | New York | NY | 06/2022 | 04/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Delray Beach | FL | 04/2023 | Present |
| Bank Of America, N.A. | Delray Beach | FL | 05/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-19 |
| S65 | Uniform Investment Adviser Law Examination | 2013-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 2010-10-14 |
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