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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-11-07 |
| FL | RA | APPROVED | 2021-02-08 |
Branch Locations
201 N. New York Avenue 3Rd Floor, Winter Park, FL 32789 • United States
4225 Ponce De Leon Blvd Suite 500, Coral Gables, FL 33146 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Chase Bank Na | Miami | FL | 07/2016 | 12/2020 |
| J.P. Morgan Securities Llc | Miami | FL | 07/2016 | 12/2020 |
| Ubs Financial Services Inc | Miami | FL | 12/2020 | Present |
JAKS 3291 LLC, MiamiUnited StatesFLNoSole proprietorshipReal EstateThis is an entity that owns a single property that was formerly my primary residence. The entity will collect rent from the tenant living in the property.ActiveProprietor / ownerDay to day management of the propertyStart date- 6/27/2025, Investment Yes
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-26 |
| S63 | Uniform Securities Agent State Law Examination | 2016-09-28 |
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