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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-05-10 |
| TX | RA | APPROVED | 2022-05-10 |
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 | 10/2014 | 03/2019 |
| Bank Of America, N.A. | Miami | FL | 10/2018 | 03/2019 |
| Santander Bank, Na | Boston | MA | 03/2019 | 01/2022 |
| Santander Securities, Llc | Dorchester | MA | 03/2019 | 01/2022 |
| Activest Wealth Management, Llc | Avenutra | FL | 01/2022 | 01/2022 |
| Unemployed | Miami | FL | 02/2022 | 04/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Miami | FL | 05/2022 | Present |
| Bank Of America, N.A. | Miami | FL | 04/2022 | Present |
OBA ID: 1584274OBA Name: Rental Property 2Address: Miami, FLActivity Investment Related: NoCompensation Received: YesRole: Sole ownerTime Related Commitment/Frequency: YearlyTime Related Time During Work Hours: 0Duties: I*1938323, Entity Type, Name of OBA: Rental Property 3 Address: Winter Haven Florida 33884 Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 08/05/2024 No Hours: 4 yearly No Hours during trading: 0 Duties: I*2209271, Entity Type, Name of OBA: Rental Property 4 Address: MiamiFlorida33156 Investment Related: No Position, Title, Association: Sole owner Employee Start Date: 02/19/2025 No Hours: 4 yearly No Hours during trading: 0 Duties: I*3678278Entity Type: Entity For ProfitName of OBA: HW Marketplace LLCAddress: Palmetto Bay, Florida, 33157Investment Related: NoPosition, Title, Association: OtherEmployee Start Date: 01/29/2026Number of Hours: 1, MonthlyNumber of Hours during trading: 0, MonthlyDuties: Property Management Assist spouse in management of our personal real estate I*4934277, Entity Type, Name of OBA: Rental Property - 14-Jul-26 - 1 Address: Miami Florida 33138 Investment Related: No Position, Title, Association:Co-owner with other family members Employee Start Date: 07/14/2026 No Hours: 1 Monthly No Hours during trading: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-08 |
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