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Current Employers
Greenwood Family Advisors Llc

1395 Brickell Ave Suite 800, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-05-10
  • FL RA
    APPROVED
    Since 2021-05-10

Branch Locations

Key Biscayne, FL • United States

1395 Brickell Ave Suite 800, Miami, FL 33131 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
J.P Morgan Securities Llc. Miami FL 04/2011 Present
J.P Morgan Chase Bank Miami FL 04/2011 Present
Greenwood Family Advisors Llc Coral Gables FL 04/2021 Present
  • 04/2011 → Present
    J.P Morgan Securities Llc.
    Miami, FL
  • 04/2011 → Present
    J.P Morgan Chase Bank
    Miami, FL
  • 04/2021 → Present
    Coral Gables, FL
Other Businesses

5475 MIAMI LLC. Real Estate Investment (rental property). 111 SW 3rd St, PH, Miami FL 33130. 33.33% ownership. Start Date 06/05/2013. 1 hr per wk to manage property GDP INVESTMENT CONSULTING LLC. Holding company. Used to receive income from advisory services to Greenwood. Start Date: 04/19/2021. 40 hrs per week. 100% owner 1880 MIAMI LLC. Real Estate Investment (rental property). 111 SW 3rd St, PH, Miami FL 33131. 66.66% ownership. Start Date 10/08/2021. 1 hr per week to manage the property.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2011-05-02
  • S63 Uniform Securities Agent State Law Examination
    2011-05-02
Designations
Other Names
  • Nicolas Suarez

View on SEC IAPD

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