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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-11-06 |
| FL | RA | APPROVED | 2018-07-26 |
Branch Locations
2333 Ponce De Leon Blvd. Suite 500, Coral Gables, FL 33134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Miami Beach | FL | 03/2013 | 07/2017 |
| Raymond James & Associates, Inc. | Coral Gables | FL | 07/2018 | Present |
| Unemployed | Miami | FL | 07/2017 | 07/2018 |
(1)Name of Business: Address: Apt. 804, Miami, FL, 33129, United States Activity Type: Rental Real Estate Position/Title: Associate/Employee Investment Related: Yes Start Date: 01/03/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am an associate along with my uncles and siblings. We receive small monthly deposits form rental units. (2)Name of Business: Apt. 804, Miami, FL, 33129, United States Activity Type: Business Owner Position/Title: Partner Investment Related: Yes Start Date: 05/31/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am listed as a 11% beneficial owner on a real estate corporation my family holds, established in Puerto Rico.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-02-06 |
| S63 | Uniform Securities Agent State Law Examination | 2009-11-12 |
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