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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-09 |
| TX | RA | APPROVED | 2025-07-08 |
Branch Locations
1450 Brickell Ave Floors 16, 17 & 18, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Miami | FL | 11/2021 | 11/2024 |
| Equifax Inc | Miami | FL | 09/2021 | 11/2021 |
| Corelogic Inc | Irvine | CA | 05/2019 | 09/2021 |
| Unemployed | Irvine | CA | 11/2018 | 04/2019 |
| Acquisition Group Inc | Santa Ana | CA | 04/2018 | 10/2018 |
| Unemployed | Irvine | CA | 03/2017 | 03/2018 |
| Unemployed | Sao Paulo | 06/2016 | 03/2017 | |
| Jpmorgan Chase Bank, N.A. | Miami | FL | 11/2024 | Present |
| J.P. Morgan Securities Llc | Miami | FL | 11/2024 | Present |
| Lunabase Holdings, Llc | Miami | FL | 12/2024 | Present |
Entity Name: LUNABASE HOLDINGS, LLC Investment related: No Address: Private Residence Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 12/19/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-21 |
| S63 | Uniform Securities Agent State Law Examination | 2025-03-29 |
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