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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-02-17 |
| FL | RA | APPROVED | 2022-12-06 |
Branch Locations
355 Alhambra Cir Florida Pwm Cg Ii, Coral Gables, FL 33134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith, Incorporated | Miami | FL | 08/2014 | 08/2018 |
| Jpmorgan Chase Bank Na | Miami | FL | 10/2019 | 02/2022 |
| Jpmorgan Securities Llc | Miami | FL | 10/2019 | 02/2022 |
| Ie Business School | Madrid | 09/2018 | 07/2019 | |
| Unemployed | Miami | FL | 07/2019 | 10/2019 |
| Element Pointe Advisors, Llc | Miami | FL | 03/2022 | 07/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Coral Gables | FL | 07/2022 | Present |
| Bank Of America, N.A. | Coral Gables | FL | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-02-16 |
| S65 | Uniform Investment Adviser Law Examination | 2022-03-09 |
| S66 | Uniform Combined State Law Examination | 2015-08-15 |
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