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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-11-08 |
Branch Locations
1450 Brickell Ave Floors 17Th & 18Th, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citi Private Advisory, Llc | New York | NY | 05/2018 | 01/2020 |
| Citigroup | New York | NY | 04/2017 | 04/2018 |
| Citigroup | New York | NY | 07/2016 | 04/2017 |
| Citigroup | New York | NY | 08/2015 | 06/2016 |
| Jpmorgan Chase Bank, N.A. | Miami | FL | 10/2021 | Present |
| J.P. Morgan Securities Llc | Miami | FL | 10/2021 | Present |
| Citi Private Advisory, Llc | Miami | FL | 02/2020 | 09/2021 |
| Citigroup Global Markets Inc | New York | NY | 05/2018 | 01/2020 |
| Citigroup Global Markets Inc | Miami | FL | 02/2020 | 09/2021 |
Entity Name: OakBerry Investment related: No Address: Miami Florida 33131 https://www.oakberry.com/en-US Nature of the other business: Fast Food Position/Title/Relationship: Owner / Partner Start Date: 05/01/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Oakberry fills a need for healthy fast food in the market. They are on a journey to make Acaí known and appreciated all over the globe. They sell healthy Acai bowls and smoothies for millions worldwide, especially those focused on their well-being.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-05 |
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