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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-07-03 |
Branch Locations
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 |
|---|---|---|---|---|
| Citigroup | New York | NY | 10/2015 | 09/2021 |
| Amerant Bank | Coral Gables | FL | 09/2021 | 04/2022 |
| Amerant Investments, Inc | Coral Gables | FL | 09/2021 | 04/2022 |
| Citigroup | Doral | FL | 05/2022 | 06/2024 |
| Truist Investment Services, Inc | Ft Lauderdale | FL | 06/2024 | Present |
| Truist Advisory Serviuces, Inc | Ft Lauderdale | FL | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-02-25 |
| S63 | Uniform Securities Agent State Law Examination | 2013-11-26 |
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