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780 Nw 42Nd Avenue Suite 500, Miami, FL 33126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-14 |
Branch Locations
780 Nw 42Nd Avenue Suite 500, Miami, FL 33126 • United States
1000 Brickell Avenue Suite 1200, Miami, FL 33131 • 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 |
|---|---|---|---|---|
| Ubs International | Coral Gables | FL | 12/2015 | 03/2017 |
| Citi International Financial Services Llc | Miami | FL | 03/2017 | 02/2020 |
| Citibank | Miami | FL | 03/2017 | 02/2020 |
| Citibank Na | Miami | FL | 03/2020 | 04/2025 |
| Citi International Financial Services Llc( | Miami | FL | 03/2020 | 04/2025 |
| Ocean Financial Services | Miami | FL | 04/2025 | Present |
| Ocean Financial Advisors Llc | Miami | FL | 04/2025 | Present |
Ocean Financial Advisors - Investment Related - Miami, FL - Investment Advisory - Supervisory Principal - 04/2025 - 3.5 hrs/week - Supervisory Principal
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-05 |
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