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Current Employers
Downtown Wealth Studios, Llc

218 Northwest 24Th St., Miami, FL 33127 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-07-07
FL RA APPROVED 2023-05-18
NY RA APPROVED 2023-05-09
MA RA APPROVED 2023-04-05
  • CA RA
    APPROVED
    Since 2023-07-07
  • FL RA
    APPROVED
    Since 2023-05-18
  • NY RA
    APPROVED
    Since 2023-05-09
  • MA RA
    APPROVED
    Since 2023-04-05

Branch Locations

Wellesley, MA • United States

218 Northwest 24Th St., Miami, FL 33127 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 10/2016 03/2023
Merrill Lynch Pierce Fenner & Smith Boston MA 12/2015 11/2016
Babson College Babson Park MA 09/2013 12/2016
Bank Of America, N.A. Boston MA 04/2018 03/2023
Downtown Wealth Studios, Llc Miami FL 03/2023 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-12-31
  • S66 Uniform Combined State Law Examination
    2018-12-31
Designations

View on SEC IAPD

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