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Sofia A Fernandez Morell

Harbor Ithaka

Aventura, FL

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Current Employers
Harbor Ithaka

19505 Biscayne Boulevard Suite 2350, Aventura, FL 33180 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-07
  • FL RA
    APPROVED
    Since 2025-03-07

Branch Locations

19505 Biscayne Boulevard Suite 2350, Aventura, FL 33180 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Clearing Services, Llc Miami FL 09/2020 06/2021
Banco Santander International Miami FL 08/2017 09/2020
Harbor Ithaka Wm Miami FL 10/2016 08/2017
Bgi Financial Miami FL 03/2016 10/2016
Morgan Stanley Coral Gables FL 06/2021 11/2022
Raymond James & Associates, Inc Miami FL 11/2022 09/2024
Harbor Ithaka Wm Llc Miami FL 11/2024 Present
  • 09/2020 → 06/2021
    Wells Fargo Clearing Services, Llc
    Miami, FL
  • 08/2017 → 09/2020
    Banco Santander International
    Miami, FL
  • 10/2016 → 08/2017
    Harbor Ithaka Wm
    Miami, FL
  • 03/2016 → 10/2016
    Bgi Financial
    Miami, FL
  • 06/2021 → 11/2022
    Morgan Stanley
    Coral Gables, FL
  • 11/2022 → 09/2024
    Raymond James & Associates, Inc
    Miami, FL
  • 11/2024 → Present
    Harbor Ithaka Wm Llc
    Miami, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-26
  • S66 Uniform Combined State Law Examination
    2021-08-26
Other Names
  • Sofia Fernandezmorell
  • Sofia Alejandra Fernandez Morell

View on SEC IAPD

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Other Offices

MORGAN STANLEY · Aventura, FL
UNISON ASSET MANAGEMENT LLC · AVENTURA, FL
EPIPHANLY ADVISORY, LLC · AVENTURA, FL
CORAL WEALTH MANAGEMENT, LLC · MIAMI, FL
PINNACLE INVESTMENTS, LLC · MIAMI, FL
LPL FINANCIAL LLC · AVENTURA, FL
J.P. MORGAN SECURITIES LLC · AVENTURA, FL
KAILIX ADVISORS LLC · AVENTURA, FL

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