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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-08-12 |
Branch Locations
South Miami, FL • United States
9130 S Dadeland Blvd Ste 1903, Miami, FL 33156 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Santander Bank, Na | Boston | MA | 02/2023 | 07/2024 |
| Santander Securities Llc | Dorchester | MA | 02/2023 | 07/2024 |
| Ameriprise Financial Services, Llc - Horvath Wealth Management | Miami | FL | 03/2018 | 02/2023 |
| Piedra & Co. Cpa Pa | Miami | FL | 01/2015 | 01/2023 |
| J.P. Morgan Securities Llc | Doral | FL | 07/2024 | 07/2024 |
| Jpmorgan Chase Bank, N.A. | Doral | FL | 07/2024 | 07/2024 |
| Ameriprise Financial Services, Llc | Miami | FL | 12/2016 | 02/2023 |
| Ameriprise Financial Services, Llc | Miami | FL | 08/2024 | Present |
Business Ownership; LICHAA & ASSOCIATES, INC.; Owner; Consulting; 6620 SW 70th Ln, , Miami, FL, 33143; Not Investment-Related; 08/26/2024; 10 to 19 hours per month; 0 during trading hours. Outside Employment; Piedra & Piedra Co.; Consultant/Contractor- Tax planner : Provide general, non-investment tax planning services to individuals and small businesses. Review client-supplied tax documents, supervise tax preparation, prepare tax projections, and offer education on tax-efficient strategies.; Tax Preparation; 8950 SW 74th Ct, Suite 1606, Miami, FL, 33156; Not Investment-Related; 01/01/2026; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-26 |
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