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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-31 |
| FL | RA | APPROVED | 2024-08-16 |
Branch Locations
2333 Ponce De Leon Blvd. Suite 500, Coral Gables, FL 33134 • 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 |
|---|---|---|---|---|
| Hsbc Bank Usa, N.A. | Miami Beach | FL | 01/2014 | 05/2017 |
| Hsbc Securities (Usa) Inc. | Miami Beach | FL | 01/2014 | 05/2017 |
| Hsbc Bank Usa National Association | Miami | FL | 05/2017 | 07/2021 |
| Hsbc Securities (Usa) Inc. | Miami | FL | 05/2017 | 07/2021 |
| Citigroup | Miami | FL | 08/2021 | 03/2024 |
| Pnc Investments Llc | Miami | FL | 07/2024 | 08/2024 |
| Unemployed | Coral Gables | FL | 04/2024 | 07/2024 |
| Raymond James & Associates, Inc. | Coral Gables | FL | 08/2024 | Present |
(1)Name of Business: Address: 1208 El Rado St. , Coral Gables, FL, 33134, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 07/14/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: sign the contract respond to the tenant
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 2014-02-11 |
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