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2990 Ponce De Leon Blvd Suite 202, Coral Gables, FL 33134 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-02 |
Branch Locations
2990 Ponce De Leon Blvd Suite 202, Coral Gables, FL 33134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Loyola Asset Management | Coral Gables | FL | 06/2021 | Present |
| Norwegian Cruise Line | Miami | FL | 08/2020 | 06/2021 |
| Park Street Imports | Miami | FL | 08/2017 | 03/2019 |
| Warriors Way Matcha | Miami | FL | 03/2019 | 08/2020 |
| Student | Miami | FL | 08/2001 | 08/2017 |
Warriors Way Matcha LLC, non-investment related. 300 Sevilla Ave Suite 3205 Coral Gables, FL 33134. Business sells matcha tea online. Cofounder. Established March 2019. 10 hours per month, none during trading hours. Duties include overseeing website sales and marketing strategy. Coldwell Banker, Non-Investment related, He spends approximately 1 hour a week during business hours, as a licensed real estate broker
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-18 |
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