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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-10 |
| TX | RA | APPROVED_RES | 2022-09-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Miami | FL | 10/2016 | 02/2018 |
| Pfs Investments Inc | Miami | FL | 03/2017 | 02/2018 |
| Unemployed | Miami | FL | 04/2016 | 10/2016 |
| Pruco Securities Llc | West Palm Beach | FL | 01/2018 | 01/2019 |
| The Prudential Insurance Company Of America | West Palm Beach | FL | 06/2018 | 01/2019 |
| Wells Fargo Bank, Na | Miami | FL | 01/2019 | 05/2022 |
| Wells Fargo Clearing Services, Llc | Miami | FL | 01/2019 | 05/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Doral | FL | 05/2022 | Present |
| Bank Of America, N.A. | Doral | FL | 08/2022 | Present |
I*877302 For profit or not for profit: For Profit Name of outside business organization: Rental Property 1 Investment related: No Address of business: Miami, Florida, 33125 Nature of business: Rental Property Position, title, association: Co-owner with other family members, Start date of relationship: 5/28/2021 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Co-owner I*877303 For profit or not for profit: For Profit Name of outside business organization: Rental Property 2 Investment related: No Address of business: Miami, Florida, 33184 Nature of business: Rental Property Position, title, association: Co-owner with other family members, Start date of relationship: 3/14/2022 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Co-owner
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-10-07 |
| S63 | Uniform Securities Agent State Law Examination | 2017-05-06 |
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