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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-02-04 |
| FL | RA | APPROVED | 2010-08-16 |
Branch Locations
200 S Biscayne Blvd, Miami, FL 33131 • United States
15 2Nd St / 15 Calle 2, Guaynabo, PR 00968 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Miami | FL | 08/2010 | Present |
| Bank Of America Na | Miami | FL | 02/2011 | Present |
I*126614For profit or not for profit: For-Profit OrganizationName of outside business organization: Arecibo, LLCInvestment related: YAddress of business:Weston, Florida 33327Nature of business: LLC,Position, title, association: Family Held, Start date of relationship: 9/20/2019Number of hours devoted: 3 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: Real estate investments. Limited responsibility. 50% ownership with my sister / husband.I*1151276For profit or not for profit: Entity For ProfitName of outside business organization: Planta de Hielo Casellas Inc.Investment related: NAddress of business: Arecibo, , 00612Nature of business: ["Corporation"]Position, title, association: ["Board Member","Officer"], Start date of relationship: 1/17/2023Number of hours devoted: 3 hour(s) WeeklyNumber of hours devoted during trading hours: 0Duties: , Family business 100% owned by my parents. I will be a member of the Board of Directors of the business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-09-02 |
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