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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-05-07 |
| FL | RA | APPROVED | 2025-05-06 |
| GA | RA | APPROVED | 2025-05-06 |
| TX | RA | APPROVED | 2025-05-05 |
Branch Locations
255 Alhambra Circle Suite 201, Coral Gables, FL 33134 • United States
8950 Sw 74 Court Suite 2005, Miami, FL 33156 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James And Associates | Coral Gables | FL | 07/2010 | 05/2025 |
| Prana Yoga Center | Miami | FL | 11/2005 | 05/2025 |
| Janney Montgomery Scott Llc | Miami | FL | 05/2025 | Present |
1. Sierra Investments, LLC, Miami, FL. Real Estate President w/Spouse (Owner) (05/2018). Investment related, 2 hours/month. 2. Sierra Assets, LLC, Miami, FL. Real Estate /President w/Spouse (Owner) (07/2018). Investment related, 2 hours/month. Rental Income. 3. Sierra Sunrise Homes, LLC, Miami, FL. Real Estate President w/Spouse (Owner) (06.2020). Investment related, 2 hours/month, Rental Income. 4. Sierra Beauty, LLC, Miami, FL. Real Estate President w/Spouse (Owner) (04.2021). Investment related, 2 hours/month, Rental Income. 5. Sierra Holdings, LLC, Miami, FL. Rea Estate President w/Spouse (Owner) 06.2019). Investment related, 2 hours/month, Rental Income. 6. Rental Property, Miami, FL. Owner (05.1957) - maintain property. Investment related, rental income, 2 hour/month. 7. Big Brothers and Bif Sisters, Miami, FL. Board Member (04/2010) - community awareness, and local strategic decision making. Not investment related, not compensated, 2 hours/month. 8. Coral Gables Chamber of Commerce, Coral Gables, FL. Trustee (06/2010) - decision making for planned events. Not investment related, not compensated, 2 hours/month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 1996-10-09 |
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