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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-24 |
Branch Locations
14695 S Dixie Highway 1, Palmetto Bay, FL 33176 • United States
2701 South Bayshore Drive, Coconut Grove, FL 33133 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Miami | FL | 04/2014 | 03/2018 |
| Jpmorgan Chase Bank | Miami | FL | 12/2012 | 03/2018 |
| Truist Investment Services, Inc. | Atlanta | GA | 03/2018 | 10/2025 |
| Truist Bank | Coral Gables | FL | 03/2018 | 10/2025 |
| Truist Advisory Services, Inc. | Atlanta | GA | 01/2020 | 10/2025 |
| Grove Bank & Trust | Miami | FL | 10/2025 | Present |
| Osaic Institutions, Inc. | Meriden | CT | 11/2025 | Present |
* SERVITODOS, LLC; MIAMI, FL; 12/23/2019 - PRESENT * SERVICE PROVIDER FOR CAR RENTAL * INDEPENDTLY CONTRACTED TO WORK WITH WWW.TURO.COM * 4 HOURS A MONTH DEVOTED AFTER TRADE HOURS TO OBA * 0 HOURS A MONTH DEVOTED TO OBA DURING TRADE HOURS. * NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-08 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-03 |
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