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1000 Brickell Ave Ste 715 Pmb 1886, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-11-28 |
Branch Locations
1000 Brickell Ave Ste 715 Pmb 1886, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Itau Bba | New York | NY | 06/2014 | 08/2017 |
| Xp Securities Llc | New York | NY | 10/2017 | Present |
| Rr Digital Llc | Miami | FL | 10/2023 | Present |
| Outside Revenue | Miami | FL | 10/2023 | Present |
| Arbol | New York | NY | 05/2022 | 10/2022 |
| Array | New York | NY | 03/2021 | 05/2022 |
| Yodlee | New York | NY | 10/2019 | 02/2021 |
| Thasos | New York | NY | 01/2019 | 01/2019 |
| Xp Securities | New York | NY | 09/2017 | 12/2018 |
| M.S. Howells & Co | Scottsdale | AZ | 01/2026 | Present |
1. RR Digital LLC DBA Relentless Returns; Investment-Related- Yes; Miami, FL; Nature- Digital Investment Advisor; Position/Title- Co-Founder; Start date- 2.23.21; Approximately 15 hours per month, 0 during trading hours; Description- CEO shifting to advisor to the business. 2. Outside Revenue LLC; Investment- Related- No; New York, NY; Nature- Consulting; Position/Title- Founder; Start date- 9.22.22; Approximately 4 hours per month, 0 during trading hours; Description- Founder- Consulting Entity
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-01-29 |
| S65 | Uniform Investment Adviser Law Examination | 2023-06-05 |
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