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546 Fifth Avenue, New York City, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-12-21 |
Branch Locations
21500 Biscayne Boulevard - Suite #503, Aventura, FL 33180 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hapoalim Securities Usa | Aventura | FL | 09/2014 | 03/2017 |
| J Safra Asset Management | Aventura | FL | 03/2017 | Present |
J Safra Asset Management Corporation - 546 5th Avenue New York, NY 10036 - vice president - advisory services (investment related)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-05-12 |
| S63 | Uniform Securities Agent State Law Examination | 2014-11-26 |
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