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85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-10-20 |
Branch Locations
2811 Ponce De Leon Boulevard Suite 900, Coral Gables, FL 33134 • United States
Miami Beach, FL • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Miami | FL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Miami | FL | 11/2016 | 10/2021 |
| Oppenheimer & Co, Inc | Miami | FL | 10/2021 | Present |
1. J BERENS AND SONS OWNS A COMMERCIAL REAL ESTATE BUILDING, LOCATED IN MIAMI BEACH, THAT WE ARE TRYING TO LEASE AND I SPEND LESS THAN ONE HOUR A MONTH ON THIS ACTIVITY. 2. RABER CORP. THIS CORPORATION OWNS A NURSING HOME IN PASADENA,TX. I AM THE PRESIDENT, AND I DEDICATE TWO HOURS PER MONTH TO THIS BUSINESS. 3. UNIVERSITY OF MIAMI, TRUSTEE,PRIVATE RESEARCH UNIVERSITY START DATE: FEBRUARY 1972-3 HOURS A MONTH 4. WPBS SOUTH FLORIDA, DIRECTOR-SINCE 1978 - 3401 S CONGRESS AVE., BOYNTON BEACH, FL 33426-TWO PUBLIC TELEVISION STATIONS IN SOUTH FLORIDA, WXEL AND WPBT ONE HOUR PER MONTH 5. JACOB BERENS TRUST-I AM THE TRUSTEE FOR MY SON, OLIVER BERENS, TRUST. START DATE OF 1995, AND I DEVOTE 2 HOURS A MONTH TO THE ACCOUNT. 6. TRUSTEE: I AM THE TRUSTEE OF THE EUGENE D. RAMOS TRUST FOR THE BENEFIT OF JULIA R. RAMOS. MR.EUGENE RAMOS WAS MY CLOSE FRIEND AND ASSOCIATE FOR 45 YEARS AND HE ASKED ME TO TAKE CARE OF HIS FAMILY, WHICH I HAVE DONE FOR THE LAST 25 YEARS, SINCE HIS PASSING. I DEVOTE 2 HOURS A MONTH TO THIS ACCOUNT. 7. TRUSTEE: I AM THE TRUSTEE OF THE EUGENE RAMOS TRUST FOR THE BENEFIT OF ANNA RAMOS. MR.EUGENE RAMOS WAS MY CLOSE FRIEND AND ASSOCIATE FOR 45 YEARS AND HE ASKED ME TO TAKE CARE OF HIS FAMILY WHICH I HAVE DONE FOR THE LAST 25 YEARS, SINCE HIS PASSING. I DEVOTE 2 HOURS A MONTH TO THIS ACCOUNT. 8. VICE CHAIRMAN OF THE BOARD-PBS FOUNDATION: I HAVE BEEN A MEMBER OF THE PBS FOUNDATION FOR SEVEN YEARS AND VICE CHAIRMAN FOR THE PAST 5 YEARS. I DEVOTE ONE HOUR PER MONTH TO THIS ACTIVITY AND MY PARTICIPATION CONSISTS OF ATTENDING QUARTERLY BOARD MEETINGS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 1990-06-05 |
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