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Miami, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Miami | FL | 05/2008 | 05/2018 |
| Bank Of America Na | Coral Gables | FL | 01/2011 | Present |
| Ajax Capital Llc | Miami | FL | 05/2018 | Present |
| Ajax Capital Llc | Miami | FL | 05/2018 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Miami | FL | 09/2008 | 05/2018 |
Treasurer; St. Stephen Episcopal Day School Board of Trustee; Investment Related: No; Location: 3439 Main Hwy, Miami, FL, United States, 33133; Description of the business: St. Stephen's is an elementary school; Responsibilities Duties: General financial oversight, funding, financial planning and budgeting, financial reporting, and endowment fund; Start date with business: 2021-01-01; Hours devoted to business outside trading hours: 4. Name of outside business: 754 Jeronimo LLC; Is the business investment related: Yes; Location of the business: 754 Jeronimo Drive Miami FL 33146 USA; Description of the business: Residential Real-estate Property; Position Title: Managing Member; Responsibilities Duties: Owner of the property. ; Start date with business: 2023-02-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0; Additional notes: Purchased residential real-estate property as an investment.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-09-22 |
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