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19790 West Dixie Hwy Suite 805, Aventura, FL 33180 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-11-21 |
Branch Locations
19790 West Dixie Hwy Suite 805, Aventura, FL 33180 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Surfside | FL | 02/2016 | 08/2021 |
| Jp Morgan Chase Bank | Surfside | FL | 02/2016 | 08/2021 |
| A2Z Goods, Llc. | Miami | FL | 08/2020 | 08/2021 |
| Wells Fargo Bank, Na | Miami | FL | 07/2021 | 04/2024 |
| Wells Fargo Clearing Services, Llc | Miami | FL | 07/2021 | 04/2024 |
| Insigneo Securities Llc | Miami | FL | 04/2024 | 11/2024 |
| Insigneo Advisory Services Llc | Miami | FL | 04/2024 | 11/2024 |
| Aventura Private Wealth, Llc | Aventura | FL | 11/2024 | Present |
| Aventura Private Insurance, Llc | Aventura | FL | 11/2024 | Present |
1. YORKER CONDOMINIUM BOARD VOLUNTEERS_ Not investment related_ Address: Miami, FL_ Nature: Condo maintenance board._ Position: Secretary._ Start date: 04/11/2024._Devote 1 hrs/month, Devote 0 hrs/month during trading hours._ Duties: Take notes during meetings. 2. 11/2024 to Present: Aventura Private Insurance, LLC - Aventura, FL; Owner/Insurance Products Salesperson; Insurance products sales; about 20 hours dedicated per month and all during securities trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-29 |
| S63 | Uniform Securities Agent State Law Examination | 2016-01-30 |
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