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540 Madison Ave. 9Th Floor, New York, NY 10022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-29 |
Branch Locations
One Alhambra Plaza, Suite 1130, Coral Gables, FL 33134 • United States
540 Madison Ave. 9Th Floor, New York, NY 10022 • 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 |
|---|---|---|---|---|
| Safra National Bank Of New York | Miami | FL | 03/2007 | 01/2023 |
| Truist Investment Services Inc. | Coral Gables | FL | 01/2023 | 02/2026 |
| Truist Advisory Services Inc. | Coral Gables | FL | 01/2023 | 02/2026 |
| Snowden Lane Partners | Coral Gables | FL | 03/2026 | Present |
1) Owner - Rental Property, 20200 W. Dixie Hwy suite 1105B, Aventura, Florida, 33180; non-investment related; no hours during business hours; rental income 2) Owner - Adar property investments; 999 SW 1st Ave apt 1511, Miami, Florida, non-investment related; no hours during business hours; rental income 3) Owner - JOMI investments LLC.: 20200 W. Dixie Hwy suite 805A, Aventura, Florida 33180; non-investment related; no hours during business hours; rental income
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-03 |
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