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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-03-30 |
| FL | RA | APPROVED | 2022-08-18 |
Branch Locations
1441 Brickell Ave. Suite 100 Fl009, Miami, FL 33131 • United States
4090 Nw 97Th Ave Ms: Ny011, Miami, FL 33178 • United States
301 Arthur Godfrey Road Ms: Fl014, Miami Beach, FL 33140 • United States
2222 Ponce De Leon Blvd, Suite 100 Ms: Fl010, Coral Gables, FL 33134 • United States
300 Barr Harbor Drive, Suite 450 Mailstop: Pabh10, Conshohocken, PA 19428 • United States
777 S Flagler Drive Suite #142, West Palm Beach, FL 33401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brickell Bank | Miami | FL | 01/2016 | 09/2017 |
| Brickell Global Advisory, Inc. | Miami | FL | 01/2016 | 09/2017 |
| Brickell Global Markets, Inc. | Miami | FL | 01/2016 | 09/2017 |
| Brickell Global Insurance, Inc. | Miami | FL | 01/2016 | 09/2017 |
| Hsbc Bank Usa Na | Miami | FL | 09/2017 | 06/2020 |
| Hsbc Securities Usa Inc | Miami | FL | 10/2017 | 06/2020 |
| Pruco Securitis Llc | Coral Gables | FL | 10/2020 | 01/2021 |
| Prudential Insurance Company Of America | Coral Gables | FL | 10/2020 | 01/2021 |
| Td Bank N.A. | Miami | FL | 05/2021 | 08/2022 |
| Unemployed | Doral | FL | 01/2021 | 05/2021 |
| Td Private Client Wealth Llc | Miami | FL | 05/2021 | 08/2022 |
| Citizens Securities, Inc. | Miami | FL | 08/2022 | Present |
| Unemployed | Doral | FL | 07/2020 | 10/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-02-13 |
| S63 | Uniform Securities Agent State Law Examination | 2009-10-09 |
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