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1951 Nw 19Th Street Suite 203, Boca Raton, FL 33431 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-25 |
Branch Locations
1951 Nw 19Th Street Suite 203, Boca Raton, FL 33431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Miami | FL | 06/2023 | 05/2026 |
| Banco Santander International | Miami | FL | 04/2021 | 06/2023 |
| Brickell Personnel Consultants (Credit Agricole Private Bank) | Miami | FL | 11/2019 | 04/2021 |
| Mmbg Investment Advisers | Miami | FL | 08/2019 | 11/2019 |
| Bcg | Miami | FL | 11/2017 | 11/2018 |
| Unemployed | Miami | FL | 11/2018 | 08/2019 |
| Self-Employed | Miami | FL | 06/2016 | 11/2017 |
| Epic Capital Securities | Boca Raton | FL | 08/2026 | Present |
| Epic Advisory Services | Boca Raton | FL | 08/2026 | Present |
Compliance Officer at Epic Advisory Services, an affiliated registered investment adviser. Start date: 8/10/2026. Duties: Investment advisory compliance and risk related functions. Location: 1951 NW 19th Street Suite 203, Boca Raton, FL 33431. Time devoted: 60 hours during security trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-21 |
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