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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-04-21 |
| TX | RA | APPROVED | 2020-04-20 |
Branch Locations
3507 Kyoto Gardens Dr, Palm Beach Gardens, FL 33410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Saxony Securities | Miami | FL | 06/2016 | 09/2016 |
| Saxony Capital Management | Miami | FL | 06/2016 | 09/2016 |
| J.P. Morgan Securities | Coral Gables | FL | 09/2016 | 04/2020 |
| Leal Paoli Llc | Key Biscayne | FL | 02/2016 | 08/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Palm Beach Gardens | FL | 04/2020 | Present |
| Bank Of America, N.A. | Palm Beach Gardens | FL | 06/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-18 |
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