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88 Post Road West 2Nd Floor, Westport, CT 06880 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-06 |
| TX | RA | APPROVED_RES | 2024-09-06 |
| CA | RA | APPROVED | 2024-09-05 |
| NY | RA | APPROVED | 2024-09-05 |
| CT | RA | APPROVED | 2020-04-12 |
Branch Locations
88 Post Road West 2Nd Floor, Westport, CT 06880 • United States
590 Madison Avenue 28Th Floor, New York, NY 10022 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Ridgefield | CT | 04/2013 | 10/2019 |
| Bank Of America, N.A. | Ridgefield | CT | 09/2017 | 10/2019 |
| Spartan Capital Securities, Llc | New York | NY | 10/2019 | 03/2020 |
| Spartan Capital Private Wealth Management | New York | NY | 10/2019 | 03/2020 |
| A.G.P. / Alliance Global Partners | Westport | CT | 03/2020 | Present |
Suarez Advisory & Holdings, LLC, investment-related, 4 Cory Lane, Norwalk, CT; LLC for tax purposes; owner, managing member, start date 9/16/2022, full-time
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-26 |
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