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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-27 |
Branch Locations
4225 Ponce De Leon Blvd Suite 600, Coral Gables, FL 33146 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fairfield University | Fairfield | CT | 09/2015 | 05/2018 |
| Unemployed | Norwalk | CT | 06/2018 | 01/2019 |
| Barteca Restaurant Group | Norwalk | CT | 02/2019 | 06/2019 |
| Unemployed | Norwalk | CT | 07/2019 | 09/2019 |
| Btg Pactual Us Capital, Llc | Miami | FL | 10/2019 | 08/2023 |
| Ubs Financial Services Inc. | Coral Gables | FL | 08/2026 | Present |
| Unemployed | Miami | FL | 08/2023 | 12/2023 |
| Southwind Partners | Miami | FL | 01/2024 | 12/2025 |
| Zepter Capital | Miami | FL | 01/2024 | 12/2025 |
| Unemployed | Barcelona | 01/2026 | 04/2026 | |
| Unemployed | Aventura | FL | 05/2026 | 07/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 2022-07-23 |
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