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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-08-23 |
| TX | RA | APPROVED_RES | 2017-07-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P Morgan Chase Bank | Miami | FL | 09/2012 | 05/2017 |
| J.P Morgan Securities Llc. | Miami | FL | 10/2012 | 05/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Miami | FL | 05/2017 | Present |
| Bank Of America, N.A. | Miami | FL | 07/2017 | Present |
I*1154251 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: Sao Paulo, SP, 04532-040 Nature of business: Position, title, association: Sole owner, Start date of relationship: 12/29/2022 Number of hours devoted: 0 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: ,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-21 |
| S66 | Uniform Combined State Law Examination | 2007-05-24 |
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