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218 Northwest 24Th St., Miami, FL 33127 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-07-07 |
| FL | RA | APPROVED | 2023-05-18 |
| NY | RA | APPROVED | 2023-05-09 |
| MA | RA | APPROVED | 2023-04-05 |
Branch Locations
218 Northwest 24Th St., Miami, FL 33127 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-31 |
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