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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-01-06 |
| FL | RA | APPROVED | 2018-10-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Miami | FL | 09/2017 | Present |
| Florida International University | Miami | FL | 08/2014 | 04/2018 |
| Tag Heuer | Sunrise | FL | 06/2015 | 04/2018 |
| Weichert Realtors Best Beach Real Estate | Sunny Isles | FL | 12/2016 | 01/2017 |
| Bank Of America, N.A. | Miami | FL | 07/2019 | Present |
I*4583285 Entity Type: N/A Name of OBA: THE J-S A FAMILY LIVING TRUST Address: MIAMI, Florida, 33179 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 05/18/2026 Number of Hours: 0, Weekly Number of Hours during trading: 0, Weekly Duties: Self, Spouse
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-05 |
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