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1450 Brickell Avenue Suite 2850, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-11-17 |
Branch Locations
2855 S. Le Jeune Road, 1St. Floor, Coral Gables, FL 33134 • United States
1450 Brickell Avenue Suite 2910, Miami, FL 33131 • United States
Miami Shores, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Leumi Usa | Aventura | FL | 03/2010 | 04/2022 |
| Leumi Investment Services Inc. | Aventura | FL | 12/2011 | 04/2022 |
| Valley Financial Management, Inc. | Aventura | FL | 04/2022 | 10/2023 |
| Valley National Bank | Aventura | FL | 04/2022 | 10/2023 |
| Bci Securities | Miami | FL | 10/2023 | Present |
| Valley Wealth Managers, Inc. | Aventura | FL | 07/2023 | 10/2023 |
(1) Name of outside activity/business: I published a fiction book at the beginning of 2022. Not investment related. No additional hours. (2) Banker at CNB, an affiliated firm under common control of Bci Securities. Not investment related. 30 hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-03-14 |
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