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20801 Biscayne Blvd. Suite 403, Miami, FL 33180 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-26 |
Branch Locations
20801 Biscayne Blvd. Suite 403, Miami, FL 33180 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 08/2022 | 05/2023 |
| Hyatt Place | Bloomington | IN | 02/2022 | 06/2022 |
| Kohler Co. | Kohler | WI | 05/2021 | 07/2021 |
| Israel Defense Forces | Tel Aviv | 08/2019 | 11/2020 | |
| Indiana University | Bloomington | IN | 01/2018 | 07/2022 |
| Stifel, Nicolaus & Company, Incorporated | New York | NY | 05/2023 | 02/2024 |
| Unemployed | N/A | XX | 02/2017 | 12/2017 |
| Development Corporation For Israel | New York | NY | 02/2024 | 02/2025 |
| Valley Financial Management, Inc. | New York | NY | 02/2025 | 04/2025 |
| Unemployed | N/A | NL | 05/2025 | 08/2025 |
| Stifel, Nicolaus & Company, Incorporated | Boca Raton | FL | 09/2025 | 06/2026 |
| Michigan State University | East Lansing | MI | 06/2016 | 01/2017 |
| Coral Wealth Management, Llc | Miami | FL | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 2022-08-01 |
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