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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Securities Llc | Miami | FL | 05/2008 | 07/2024 |
| Jpmorgan Chase Bank Na | Miami | FL | 07/2009 | 07/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Miami | FL | 05/2025 | Present |
| Unemployed | Miami | FL | 07/2024 | 05/2025 |
I*: 2463316Entity Type: Charitable Name of the other business: Miami City Ballet Investment-related: No Address of the other business: Miami Beach, FL Title, or relationship with the other business: Development Committee Member Start date of your relationship: 05-May-2025Approximate number of hours/month you devote to the other business: 5 hrs annually Number of hours you devote to the other business during securities trading hours: 5 hrs annually Duties: Advise on the Development Committee to generate connectivity with future board members and raise awareness of the organization. i*: 2465305Entity Type: For Profit Name of the other business: ALM Properties 98481 LLC Investment-related: No Address of the other business: Miami FL Title, or relationship with the other business: Manager Start date of your relationship: 05-May-2025Approximate number of hours/month you devote to the other business: 0Number of hours you devote to the other business during securities trading hours: 0 Duties: Manager of the single member LLC that owns a property that has in the past been rented. Currently, not rented and have no immediate plans to rent in the future. Currently for personal use. I*:2562300Entity Type: Charitable Name of the other business: Harid Conservatory Investment-related: No Address of the other business: Boca Raton Fl Title, or relationship with the other business: Board Member Start date of your relationship: 5/20/2025Approximate number of hours/month you devote to the other business: 1 hr Number of hours you devote to the other business during securities trading hours: 1 hr Duties: Board member role only.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 2009-11-23 |
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