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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-07-19 |
| TX | RA | APPROVED | 2023-07-18 |
Branch Locations
12610 Sw 120Th St, Miami, FL 33186 • United States
33390 S Dixie Hwy, Florida City, FL 33034 • United States
1071 N. Homestead Blvd., Homestead, FL 33030 • United States
13701 Sw 288Th St, Homestead, FL 33033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Lauderdale | FL | 05/2017 | 08/2018 |
| Nicklaus Children'S Hospital (Formerly Miami Children'S Hospital | Miami | FL | 01/2002 | 06/2017 |
| Bank Of America, N.A. | Fort Lauderdale | FL | 05/2017 | 08/2018 |
| Valic Financial Advisors, Inc. | Miami | FL | 09/2018 | 09/2022 |
| Santander Bank, Na | Boston | MA | 10/2022 | 07/2023 |
| Santander Securities Llc | Dorchester | MA | 10/2022 | 07/2023 |
| J.P. Morgan Securities Llc | Homestead | FL | 07/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Homestead | FL | 07/2023 | Present |
| Variable Annuity Life Ins Co | Miami | FL | 09/2018 | 08/2022 |
| Variable Annuity Life Ins Co | Miami | FL | 09/2018 | 09/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-27 |
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