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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-14 |
Branch Locations
4225 Ponce De Leon Blvd Suite 600, Coral Gables, FL 33146 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hsbc Bank Usa | Miami | FL | 08/2006 | 11/2017 |
| Ubs Financial Services Inc. | Miami | FL | 11/2017 | 10/2022 |
| Citigroup | Miami | FL | 11/2024 | 06/2026 |
| Eagles New Generation Llc | Miami | FL | 12/2022 | Present |
| Unemployed | Miami | FL | 10/2022 | 12/2022 |
| Ubs Financial Services Inc. | Coral Gables | FL | 06/2026 | Present |
I joined an established 45+ year family business as a partner in December 2022 under a Florida LLC, "Eagles New Generation LLC." The business specializes in the online distribution of health and wellness products. We are Independent Distributors of the Shaklee brand. This non-investment-related business is now 100% online, focusing on offering nutritional supplements, biodegradable household products, and non-toxic skincare solutions, all aimed at enhancing overall well-being. My role involves providing product education and promoting an online wellness community centered around healthy living. My participation is entirely flexible, during my free time, approximately two times a week after working hours or on weekends, totaling no more than five hours a week.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-02-10 |
| S66 | Uniform Combined State Law Examination | 2005-08-29 |
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