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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-13 |
| TX | RA | APPROVED | 2025-01-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities Llc | Alpharetta | GA | 01/2022 | 05/2022 |
| Hellmann Worldwide Logistics | Doral | FL | 12/2014 | 04/2017 |
| Wells Fargo | Sunrise | FL | 04/2017 | 12/2020 |
| Bank Of America | Weston | FL | 01/2021 | 01/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Miami Lakes | FL | 05/2022 | 01/2025 |
| Bank Of America, N.A. | Miami Lakes | FL | 05/2022 | 01/2025 |
| J.P. Morgan Securities Llc | Miramar | FL | 01/2025 | Present |
| Jpmorgan Chase Bank, N.A | Miramar | FL | 01/2025 | Present |
| Etrade & Morgan Stanley | Alpharetta | GA | 01/2022 | 05/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 2022-05-06 |
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