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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-08-20 |
| TX | RA | APPROVED | 2024-08-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Designs Inc | Miami | FL | 02/2017 | 09/2017 |
| Ubs International | Miami | FL | 01/2018 | 05/2020 |
| University Of Miami | Coral Gables | FL | 09/2014 | 12/2016 |
| Unemployed | Miami | FL | 10/2017 | 12/2017 |
| Raymond James & Associates, Inc. | Miami | FL | 05/2020 | 08/2024 |
| Unemployed | Miami | FL | 01/2017 | 01/2017 |
| University Of Miami | Coral Gables | FL | 08/2013 | 12/2016 |
| Jpmorgan Chase Bank, N.A. | Miami | FL | 08/2024 | Present |
| J.P. Morgan Securities Llc | Miami | FL | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-01-13 |
| S63 | Uniform Securities Agent State Law Examination | 2017-11-08 |
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