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3011 Ponce De Leon Blvd Ph-1, Coral Gables, FL 33134 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-24 |
Branch Locations
3011 Ponce De Leon Blvd Ph-1, Coral Gables, FL 33134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Xp Securities Llc | New York | NY | 12/2013 | 11/2019 |
| Truss Investments Llc | Miami | FL | 12/2019 | 11/2023 |
| Canaccord Genuity Llc | Miami | FL | 12/2023 | 04/2024 |
| Morgan Stanley | Miami | FL | 12/2024 | 03/2026 |
| Unemployed | Miami | FL | 05/2024 | 11/2024 |
| Morgan Stanley Private Bank, N.A | New York | NY | 07/2025 | 03/2026 |
| Bradesco Investments Inc. | Coral Gables | FL | 03/2026 | Present |
*621873 - Truss Investments LLC; Investment related: Yes; Miami, Florida; Investment/Finance/Banking; Partner (proprietor, partner, officer, director, employee, trustee, agent); 01/2020; During business hours: 0; After business hours: 1; Administrative, Investment Decisions/Advice
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-25 |
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